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Spartan Planning & Wealth Management: IEI position timeline

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

Spartan Planning & Wealth Management held 33,236 IEI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 33,236 shares
    Change vs previous 13F +3,694 shares

    2.46% of the 13F portfolio, value $3,770,278.

    13F-HR 0001749283-26-000008 filed by Spartan Planning & Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,542 shares
    Change vs previous 13F -45,364 shares

    2.31% of the 13F portfolio, value $3,469,727.

    13F-HR 0001749283-26-000005 filed by Spartan Planning & 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 ended2026-03-31
    13F 74,906 shares
    Change vs previous 13F -61,151 shares

    6.57% of the 13F portfolio, value $8,883,819.

    13F-HR 0001749283-26-000004 filed by Spartan Planning & 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 ended2025-12-31
    13F 136,057 shares
    Change vs previous 13F +89,526 shares

    11.98% of the 13F portfolio, value $16,238,387.

    13F-HR 0001749283-26-000001 filed by Spartan Planning & 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 ended2025-09-30
    13F 46,531 shares
    Change vs previous 13F +16,921 shares

    4.34% of the 13F portfolio, value $5,560,893.

    13F-HR 0001749283-25-000008 filed by Spartan Planning & 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 ended2025-06-30
    13F 29,610 shares
    Change vs previous 13F +2,574 shares

    3.02% of the 13F portfolio, value $3,526,228.

    13F-HR 0001749283-25-000004 filed by Spartan Planning & 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 ended2025-03-31
    13F 27,036 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $3,193,948.

    13F-HR 0001749283-25-000003 filed by Spartan Planning & Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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