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RWA WEALTH PARTNERS, LLC: IEI position timeline

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

RWA WEALTH PARTNERS, LLC held 111,464 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,464 shares
    Change vs previous 13F -16,886 shares

    0.13% of the 13F portfolio, value $13,091,420.

    13F-HR 0001544576-26-000005 filed by RWA WEALTH PARTNERS, 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 128,350 shares
    Change vs previous 13F -7,015 shares

    0.17% of the 13F portfolio, value $15,222,355.

    13F-HR 0001544576-26-000004 filed by RWA WEALTH PARTNERS, 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 135,365 shares
    Change vs previous 13F -2,487 shares

    0.18% of the 13F portfolio, value $16,155,826.

    13F-HR 0001544576-26-000001 filed by RWA WEALTH PARTNERS, 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 137,852 shares
    Change vs previous 13F -8,973 shares

    0.19% of the 13F portfolio, value $16,474,741.

    13F-HR 0001544576-25-000007 filed by RWA WEALTH PARTNERS, 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 146,825 shares
    Change vs previous 13F -48,859 shares

    0.22% of the 13F portfolio, value $17,485,351.

    13F-HR 0001544576-25-000005 filed by RWA WEALTH PARTNERS, 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 195,684 shares
    Change vs previous 13F -103,761 shares

    0.29% of the 13F portfolio, value $23,117,092.

    13F-HR 0001544576-25-000004 filed by RWA WEALTH PARTNERS, 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 299,445 shares
    Change vs previous 13F +349 shares

    0.43% of the 13F portfolio, value $34,600,828.

    13F-HR 0001544576-25-000001 filed by RWA WEALTH PARTNERS, 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 299,096 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $35,773,388.

    13F-HR 0001544576-24-000007 filed by RWA WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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