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Verdence Capital Advisors LLC: IEI position timeline

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

Verdence Capital Advisors LLC held 16,510 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,510 shares
    Change vs previous 13F -164 shares

    0.1% of the 13F portfolio, value $1,939,136.

    13F-HR 0001719305-26-000004 filed by Verdence Capital 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 16,674 shares
    Change vs previous 13F -2,091 shares

    0.12% of the 13F portfolio, value $1,977,486.

    13F-HR 0001719305-26-000003 filed by Verdence Capital 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 18,765 shares
    Change vs previous 13F -14,539 shares

    0.13% of the 13F portfolio, value $2,239,605.

    13F-HR 0001719305-26-000002 filed by Verdence Capital 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 33,304 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,000,828.

    13F-HR 0001719305-25-000008 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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