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Disclosery

SURIENCE PRIVATE WEALTH LLC: IEI position timeline

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

SURIENCE PRIVATE WEALTH LLC held 20,911 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,911 shares
    Change vs previous 13F +10,742 shares

    2.16% of the 13F portfolio, value $2,455,997.

    13F-HR 0001725547-26-000253 filed by SURIENCE PRIVATE WEALTH 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 10,169 shares
    Change vs previous 13F +10,169 shares

    1.29% of the 13F portfolio, value $1,206,043.

    13F-HR 0001725547-26-000144 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -2,833 shares

    13F-HR 0001725547-25-003433 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 2,833 shares
    Change vs previous 13F -22,442 shares

    0.58% of the 13F portfolio, value $334,676.

    13F-HR 0001725547-25-001543 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 25,275 shares
    Change vs previous 13F -2,609 shares

    3.77% of the 13F portfolio, value $2,920,526.

    13F-HR 0001725547-25-000087 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 27,884 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $3,335,066.

    13F-HR 0001725547-24-005963 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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