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STONEHAVEN WEALTH & TAX SOLUTIONS, LLC: IEI position timeline

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

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held 9,440 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,440 shares
    Change vs previous 13F +442 shares

    0.89% of the 13F portfolio, value $1,108,728.

    13F-HR 0001951757-26-001129 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 8,998 shares
    Change vs previous 13F +38 shares

    0.94% of the 13F portfolio, value $1,067,163.

    13F-HR 0001951757-26-000884 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 8,960 shares
    Change vs previous 13F +559 shares

    0.96% of the 13F portfolio, value $1,069,376.

    13F-HR 0001951757-26-000287 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 8,401 shares
    Change vs previous 13F +233 shares

    0.93% of the 13F portfolio, value $1,004,004.

    13F-HR 0001951757-25-001410 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 8,168 shares
    Change vs previous 13F -6 shares

    0.95% of the 13F portfolio, value $972,727.

    13F-HR 0001951757-25-001089 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 8,174 shares
    Change vs previous 13F +3,165 shares

    1.02% of the 13F portfolio, value $965,636.

    13F-HR 0001951757-25-000563 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, 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 5,009 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $578,790.

    13F-HR 0001951757-25-000259 filed by STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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