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Disclosery

TD PRIVATE CLIENT WEALTH LLC: IEI position timeline

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

TD PRIVATE CLIENT WEALTH LLC held 394,622 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 394,622 shares
    Change vs previous 13F -16,218 shares

    0.85% of the 13F portfolio, value $46,348,330.

    13F-HR 0002052595-26-000082 filed by TD PRIVATE CLIENT 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 410,840 shares
    Change vs previous 13F -3,008 shares

    1.01% of the 13F portfolio, value $48,725,672.

    13F-HR 0002052595-26-000059 filed by TD PRIVATE CLIENT 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 ended2025-12-31
    13F 413,848 shares
    Change vs previous 13F +3,904 shares

    1.05% of the 13F portfolio, value $49,392,759.

    13F-HR 0002052595-26-000006 filed by TD PRIVATE CLIENT WEALTH 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 409,944 shares
    Change vs previous 13F +54,960 shares

    1.1% of the 13F portfolio, value $48,992,407.

    13F-HR 0002052595-25-000069 filed by TD PRIVATE CLIENT 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 ended2025-06-30
    13F 354,984 shares
    Change vs previous 13F -9,614 shares

    1.04% of the 13F portfolio, value $42,275,045.

    13F-HR 0002052595-25-000004 filed by TD PRIVATE CLIENT 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 ended2025-03-31
    13F 364,598 shares
    Change vs previous 13F -8,798 shares

    1.19% of the 13F portfolio, value $43,071,787.

    13F-HR 0001089355-25-000036 filed by TD PRIVATE CLIENT WEALTH 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 373,396 shares
    Change vs previous 13F +11,529 shares

    1.21% of the 13F portfolio, value $43,145,879.

    13F-HR 0001089355-25-000003 filed by TD PRIVATE CLIENT WEALTH 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 361,867 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $43,281,104.

    13F-HR 0001654954-24-014605 filed by TD PRIVATE CLIENT WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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