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WestEnd Advisors, LLC: IEI position timeline

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

WestEnd Advisors, LLC held 1,099,976 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,099,976 shares
    Change vs previous 13F -105,888 shares

    2.88% of the 13F portfolio, value $129,193,206.

    13F-HR 0001398344-26-012446 filed by WestEnd 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 1,205,864 shares
    Change vs previous 13F +32,822 shares

    3.45% of the 13F portfolio, value $143,016,450.

    13F-HR 0001398344-26-006826 filed by WestEnd 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 1,173,042 shares
    Change vs previous 13F +17,576 shares

    3.26% of the 13F portfolio, value $140,003,540.

    13F-HR 0001398344-26-001290 filed by WestEnd 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 1,155,466 shares
    Change vs previous 13F +139,823 shares

    3.23% of the 13F portfolio, value $138,090,847.

    13F-HR 0001398344-25-019523 filed by WestEnd 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 1,015,643 shares
    Change vs previous 13F -122,784 shares

    3% of the 13F portfolio, value $120,953,976.

    13F-HR 0001398344-25-013593 filed by WestEnd 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 1,138,427 shares
    Change vs previous 13F -15,048 shares

    3.57% of the 13F portfolio, value $134,488,071.

    13F-HR 0001398344-25-007692 filed by WestEnd 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 1,153,475 shares
    Change vs previous 13F -52,461 shares

    3.39% of the 13F portfolio, value $133,283,999.

    13F-HR 0001398344-25-001236 filed by WestEnd 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 1,205,936 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $144,236,031.

    13F-HR 0001398344-24-019439 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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