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Steward Partners Investment Advisory, LLC: IEI position timeline

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

Steward Partners Investment Advisory, LLC held 63,976 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,976 shares
    Change vs previous 13F +17,747 shares

    0.04% of the 13F portfolio, value $7,513,959.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 46,229 shares
    Change vs previous 13F +6,646 shares

    0.03% of the 13F portfolio, value $5,482,751.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 39,583 shares
    Change vs previous 13F +1,239 shares

    0.03% of the 13F portfolio, value $4,724,240.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 38,344 shares
    Change vs previous 13F +22,589 shares

    0.03% of the 13F portfolio, value $4,582,550.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 15,755 shares
    Change vs previous 13F -4,831 shares

    0.01% of the 13F portfolio, value $1,876,280.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 20,586 shares
    Change vs previous 13F +6,645 shares

    0.02% of the 13F portfolio, value $2,431,918.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 13,941 shares
    Change vs previous 13F +12,061 shares

    0.01% of the 13F portfolio, value $1,610,865.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 1,880 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $224,821.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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