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TFB Advisors LLC: IEI position timeline

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

TFB Advisors LLC held 10,504 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 10,504 shares
    Change vs previous 13F +1,261 shares

    0.54% of the 13F portfolio, value $1,233,695.

    13F-HR 0001965201-26-000003 filed by TFB 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 9,243 shares
    Change vs previous 13F -4,091 shares

    0.57% of the 13F portfolio, value $1,096,220.

    13F-HR 0001965201-26-000002 filed by TFB 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 13,334 shares
    Change vs previous 13F +22 shares

    0.44% of the 13F portfolio, value $1,591,425.

    13F-HR 0001965201-26-000001 filed by TFB 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 13,312 shares
    Change vs previous 13F -1,208 shares

    0.47% of the 13F portfolio, value $1,598,237.

    13F-HR 0001965201-25-000004 filed by TFB 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 14,520 shares
    Change vs previous 13F -311 shares

    0.45% of the 13F portfolio, value $1,729,187.

    13F-HR 0001830817-25-000004 filed by TFB 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 14,831 shares
    Change vs previous 13F -503 shares

    0.5% of the 13F portfolio, value $1,752,061.

    13F-HR 0001965201-25-000003 filed by TFB 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 15,334 shares
    Change vs previous 13F -141 shares

    0.51% of the 13F portfolio, value $1,771,844.

    13F-HR 0001965201-25-000001 filed by TFB 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 15,475 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,850,888.

    13F-HR 0001965201-24-000003 filed by TFB Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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