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Disclosery

WARNER FINANCIAL, INC: IEI position timeline

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

WARNER FINANCIAL, INC held 28,092 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,092 shares
    Change vs previous 13F +734 shares

    0.97% of the 13F portfolio, value $3,299,350.

    13F-HR 0001951757-26-000986 filed by WARNER FINANCIAL, INC
    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 27,358 shares
    Change vs previous 13F +9,051 shares

    1.11% of the 13F portfolio, value $3,245,000.

    13F-HR 0001951757-26-000546 filed by WARNER FINANCIAL, INC
    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 18,307 shares
    Change vs previous 13F +1,651 shares

    0.76% of the 13F portfolio, value $2,185,000.

    13F-HR 0001927175-26-000001 filed by WARNER FINANCIAL, INC
    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 16,656 shares
    Change vs previous 13F +3,021 shares

    0.74% of the 13F portfolio, value $1,991,000.

    13F-HR 0001927175-25-000007 filed by WARNER FINANCIAL, INC
    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 13,635 shares
    Change vs previous 13F +498 shares

    0.67% of the 13F portfolio, value $1,624,000.

    13F-HR 0001927175-25-000005 filed by WARNER FINANCIAL, INC
    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 13,137 shares
    Change vs previous 13F +1,053 shares

    0.69% of the 13F portfolio, value $1,552,000.

    13F-HR 0001927175-25-000002 filed by WARNER FINANCIAL, INC
    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 12,084 shares
    Change vs previous 13F +1,870 shares

    0.6% of the 13F portfolio, value $1,396,000.

    13F-HR 0001927175-25-000001 filed by WARNER FINANCIAL, INC
    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 10,214 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,222,000.

    13F-HR 0001927175-24-000006 filed by WARNER FINANCIAL, INC
    Filed (acceptance time not in the bulk data set), ingested

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