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Disclosery

Trajan Wealth LLC: IEI position timeline

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

Trajan Wealth LLC held 23,054 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,054 shares
    Change vs previous 13F -102 shares

    0.1% of the 13F portfolio, value $2,707,692.

    13F-HR 0001934415-26-000005 filed by Trajan 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 23,156 shares
    Change vs previous 13F +250 shares

    0.11% of the 13F portfolio, value $2,746,302.

    13F-HR 0001934415-26-000004 filed by Trajan 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 22,906 shares
    Change vs previous 13F -896 shares

    0.11% of the 13F portfolio, value $2,733,831.

    13F-HR 0001934415-26-000001 filed by Trajan 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 23,802 shares
    Change vs previous 13F -2,147 shares

    0.12% of the 13F portfolio, value $2,844,577.

    13F-HR 0001934415-25-000005 filed by Trajan 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 25,949 shares
    Change vs previous 13F -2,195 shares

    0.15% of the 13F portfolio, value $3,090,266.

    13F-HR 0001934415-25-000004 filed by Trajan 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 28,144 shares
    Change vs previous 13F +1,429 shares

    0.18% of the 13F portfolio, value $3,324,793.

    13F-HR 0001085146-25-002998 filed by Trajan 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 26,715 shares
    Change vs previous 13F +46 shares

    0.17% of the 13F portfolio, value $3,086,932.

    13F-HR 0001934415-25-000002 filed by Trajan 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 26,669 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,189,693.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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