WestHill Financial Advisors, Inc.: IEI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WestHill Financial Advisors, Inc. on IEI, newest first. How the timeline and the estimate are built.
WestHill Financial Advisors, Inc. held 0 IEI shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 0 sharesChange vs previous 13F -3,094 shares
13F-HR 0002085853-26-001192 filed by WestHill Financial Advisors, Inc.
Accepted , ingestedExited: the 13F for this period no longer lists the position.
- period ended2026-06-3013F 3,094 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $363,390.
13F-HR 0002085853-26-000786 filed by WestHill Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,094 sharesChange vs previous 13F -5 shares
0.07% of the 13F portfolio, value $366,948.
13F-HR 0002085853-26-000325 filed by WestHill Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,099 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $369,866.
13F-HR 0002085853-26-000059 filed by WestHill Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,099 sharesChange vs previous 13F +45 shares
0.07% of the 13F portfolio, value $370,361.
13F-HR 0002085853-25-000071 filed by WestHill Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,054 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $363,701.
13F-HR 0001667731-25-000752 filed by WestHill Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,054 sharesChange vs previous 13F +149 shares
0.08% of the 13F portfolio, value $360,784.
13F-HR 0001667731-25-000467 filed by WestHill Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,905 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $335,673.
13F-HR 0001667731-25-000194 filed by WestHill Financial Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).