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RITHOLTZ WEALTH MANAGEMENT: IEI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RITHOLTZ WEALTH MANAGEMENT on IEI, newest first. How the timeline and the estimate are built.

RITHOLTZ WEALTH MANAGEMENT held 85,601 IEI shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 85,601 shares
    Change vs previous 13F +664 shares

    0.15% of the 13F portfolio, value $10,053,852.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 84,937 shares
    Change vs previous 13F +4,809 shares

    0.17% of the 13F portfolio, value $10,073,535.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 80,128 shares
    Change vs previous 13F -21,540 shares

    0.17% of the 13F portfolio, value $9,563,319.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 101,668 shares
    Change vs previous 13F +25,723 shares

    0.24% of the 13F portfolio, value $12,150,387.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 75,945 shares
    Change vs previous 13F +30,853 shares

    0.2% of the 13F portfolio, value $9,044,253.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 45,092 shares
    Change vs previous 13F +4,003 shares

    0.16% of the 13F portfolio, value $5,326,929.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 41,089 shares
    Change vs previous 13F +4,202 shares

    0.14% of the 13F portfolio, value $4,747,858.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 36,887 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,411,887.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).