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Disclosery

Whalen Wealth Management Inc.: IEI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whalen Wealth Management Inc. on IEI, newest first. How the timeline and the estimate are built.

Whalen Wealth Management Inc. held 55,584 IEI shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 55,584 shares
    Change vs previous 13F -9,887 shares

    2.7% of the 13F portfolio, value $6,305,422.

    13F-HR 0001894447-26-000004 filed by Whalen Wealth Management Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 65,471 shares
    Change vs previous 13F +3,447 shares

    3.46% of the 13F portfolio, value $7,689,532.

    13F-HR 0001894447-26-000003 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 62,024 shares
    Change vs previous 13F +14,656 shares

    3.94% of the 13F portfolio, value $7,356,045.

    13F-HR 0001894447-26-000002 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 47,368 shares
    Change vs previous 13F +3,544 shares

    3.03% of the 13F portfolio, value $5,653,347.

    13F-HR 0001894447-26-000001 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 43,824 shares
    Change vs previous 13F +19,583 shares

    3.06% of the 13F portfolio, value $5,237,411.

    13F-HR 0002085853-25-000044 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 24,241 shares
    Change vs previous 13F +9,339 shares

    1.81% of the 13F portfolio, value $2,886,864.

    13F-HR 0001667731-25-001040 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 14,902 shares
    Change vs previous 13F +6,351 shares

    1.17% of the 13F portfolio, value $1,760,465.

    13F-HR 0001667731-25-000480 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,551 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $988,117.

    13F-HR 0001667731-25-000051 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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