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Waverly Advisors, LLC: IEI position timeline

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

Waverly Advisors, LLC held 468,365 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 468,365 shares
    Change vs previous 13F +13,312 shares

    0.32% of the 13F portfolio, value $55,009,434.

    13F-HR 0001398344-26-014582 filed by Waverly 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 455,053 shares
    Change vs previous 13F -11,111 shares

    0.4% of the 13F portfolio, value $53,969,337.

    13F-HR 0001398344-26-009223 filed by Waverly 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 466,164 shares
    Change vs previous 13F +6,746 shares

    0.45% of the 13F portfolio, value $55,636,721.

    13F-HR 0001398344-26-003224 filed by Waverly 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 459,418 shares
    Change vs previous 13F -2,353 shares

    0.55% of the 13F portfolio, value $54,905,052.

    13F-HR 0001398344-25-020944 filed by Waverly 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 461,771 shares
    Change vs previous 13F -8,003 shares

    0.6% of the 13F portfolio, value $54,992,256.

    13F-HR 0001398344-25-015429 filed by Waverly 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 469,774 shares
    Change vs previous 13F +303,493 shares

    0.68% of the 13F portfolio, value $55,496,750.

    13F-HR 0001398344-25-009517 filed by Waverly 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 166,281 shares
    Change vs previous 13F +53,155 shares

    0.3% of the 13F portfolio, value $19,213,781.

    13F-HR 0001398344-25-002762 filed by Waverly 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 113,126 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $13,530,489.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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