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Disclosery

RKL Wealth Management LLC: IEI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RKL Wealth Management LLC on IEI, newest first. How the timeline and the estimate are built.

RKL Wealth Management LLC held 15,146 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,146 shares
    Change vs previous 13F -855 shares

    0.14% of the 13F portfolio, value $1,778,843.

    13F-HR 0001604723-26-000003 filed by RKL Wealth Management LLC
    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 16,001 shares
    Change vs previous 13F -1,096 shares

    0.17% of the 13F portfolio, value $1,897,767.

    13F-HR 0001604723-26-000002 filed by RKL Wealth Management LLC
    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 17,097 shares
    Change vs previous 13F -366 shares

    0.17% of the 13F portfolio, value $2,040,482.

    13F-HR 0001604723-26-000001 filed by RKL Wealth Management LLC
    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 17,463 shares
    Change vs previous 13F -285 shares

    0.18% of the 13F portfolio, value $2,087,014.

    13F-HR 0001604723-25-000003 filed by RKL Wealth Management LLC
    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 17,748 shares
    Change vs previous 13F -28,191 shares

    0.19% of the 13F portfolio, value $2,113,586.

    13F-HR 0001085146-25-003973 filed by RKL Wealth Management LLC
    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 45,939 shares
    Change vs previous 13F -18,177 shares

    0.51% of the 13F portfolio, value $5,427,000.

    13F-HR 0001085146-25-002364 filed by RKL Wealth Management LLC
    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 64,116 shares
    Change vs previous 13F -28,389 shares

    0.66% of the 13F portfolio, value $7,408,648.

    13F-HR 0001085146-25-000869 filed by RKL Wealth Management LLC
    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 92,505 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $11,064,108.

    13F-HR 0001085146-24-005308 filed by RKL Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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