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Disclosery

TSA Wealth Managment LLC: IEV position timeline

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

TSA Wealth Managment LLC held 15,402 IEV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,402 shares
    Change vs previous 13F -822 shares

    0.32% of the 13F portfolio, value $1,122,036.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 16,224 shares
    Change vs previous 13F -2,600 shares

    0.36% of the 13F portfolio, value $1,102,259.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 18,824 shares
    Change vs previous 13F -105 shares

    0.43% of the 13F portfolio, value $1,291,326.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 18,929 shares
    Change vs previous 13F -1,454 shares

    0.42% of the 13F portfolio, value $1,239,471.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 20,383 shares
    Change vs previous 13F -143 shares

    0.47% of the 13F portfolio, value $1,289,225.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 20,526 shares
    Change vs previous 13F +4,217 shares

    0.48% of the 13F portfolio, value $1,194,613.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment 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 16,309 shares
    Change vs previous 13F -1,431 shares

    0.35% of the 13F portfolio, value $849,047.

    13F-HR 0001963669-25-000001 filed by TSA Wealth Managment 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 17,740 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,033,710.

    13F-HR 0001963669-24-000006 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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