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Strategic Point Investment Advisors, LLC: IEI position timeline

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

Strategic Point Investment Advisors, LLC held 667,170 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 667,170 shares
    Change vs previous 13F +27,780 shares

    10.21% of the 13F portfolio, value $78,359,058.

    13F-HR 0001295044-26-000009 filed by Strategic Point Investment Advisors, 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 639,390 shares
    Change vs previous 13F +24,547 shares

    11.02% of the 13F portfolio, value $75,831,712.

    13F-HR 0001295044-26-000005 filed by Strategic Point Investment Advisors, 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 614,843 shares
    Change vs previous 13F +20,002 shares

    10.15% of the 13F portfolio, value $73,381,541.

    13F-HR 0001295044-26-000002 filed by Strategic Point Investment Advisors, 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 594,841 shares
    Change vs previous 13F +10,210 shares

    10.21% of the 13F portfolio, value $71,089,477.

    13F-HR 0001295044-25-000010 filed by Strategic Point Investment Advisors, 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 584,631 shares
    Change vs previous 13F +3,656 shares

    10.74% of the 13F portfolio, value $69,623,765.

    13F-HR 0001295044-25-000008 filed by Strategic Point Investment Advisors, 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 580,975 shares
    Change vs previous 13F -3,470 shares

    11.43% of the 13F portfolio, value $68,633,452.

    13F-HR 0001295044-25-000005 filed by Strategic Point Investment Advisors, 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 584,445 shares
    Change vs previous 13F +187,607 shares

    11.01% of the 13F portfolio, value $67,532,648.

    13F-HR 0001295044-25-000002 filed by Strategic Point Investment Advisors, 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 396,838 shares
    Change vs previous 13F not available

    7.83% of the 13F portfolio, value $47,463,818.

    13F-HR 0001295044-24-000012 filed by Strategic Point Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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