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TPG Financial Advisors, LLC: IEI position timeline

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

TPG Financial Advisors, LLC held 100,695 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,695 shares
    Change vs previous 13F +31,840 shares

    3.53% of the 13F portfolio, value $11,826,628.

    13F-HR 0001706669-26-000008 filed by TPG Financial 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 68,855 shares
    Change vs previous 13F +6,400 shares

    2.66% of the 13F portfolio, value $8,166,203.

    13F-HR 0001706669-26-000006 filed by TPG Financial 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 62,455 shares
    Change vs previous 13F +7,433 shares

    2.49% of the 13F portfolio, value $7,454,004.

    13F-HR 0001706669-26-000003 filed by TPG Financial 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 55,022 shares
    Change vs previous 13F +5,770 shares

    2.45% of the 13F portfolio, value $6,575,679.

    13F-HR 0001706669-25-000009 filed by TPG Financial 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 49,252 shares
    Change vs previous 13F +18,667 shares

    2.35% of the 13F portfolio, value $5,865,421.

    13F-HR 0001706669-25-000007 filed by TPG Financial 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 30,585 shares
    Change vs previous 13F -16,165 shares

    1.6% of the 13F portfolio, value $3,613,160.

    13F-HR 0001706669-25-000004 filed by TPG Financial 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 46,750 shares
    Change vs previous 13F +7,178 shares

    2.35% of the 13F portfolio, value $5,401,963.

    13F-HR 0001706669-25-000001 filed by TPG Financial 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 39,572 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $4,733,010.

    13F-HR 0001706669-24-000004 filed by TPG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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