William Howard & Co Financial Advisors Inc: IEI position timeline

William Howard & Co Financial Advisors Inc held 29,180 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 29,180 shares

   Change vs previous 13F +15 shares

   2.67% of the 13F portfolio, value $3,427,149.

   13F-HR 0002063364-26-000188 filed by William Howard & Co Financial Advisors Inc
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 29,165 shares

   Change vs previous 13F +8 shares

   2.99% of the 13F portfolio, value $3,459,009.

   13F-HR 0002063364-26-000138 filed by William Howard & Co Financial Advisors Inc
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 29,157 shares

   Change vs previous 13F +19 shares

   2.93% of the 13F portfolio, value $3,479,812.

   13F-HR 0002063364-26-000012 filed by William Howard & Co Financial Advisors Inc
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 29,138 shares

   Change vs previous 13F +12 shares

   2.96% of the 13F portfolio, value $3,482,322.

   13F-HR 0002063364-25-000242 filed by William Howard & Co Financial Advisors Inc
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 29,126 shares

   Change vs previous 13F +13 shares

   3.03% of the 13F portfolio, value $3,468,594.

   13F-HR 0002063364-25-000115 filed by William Howard & Co Financial Advisors Inc
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 29,113 shares

   Change vs previous 13F -80 shares

   3.22% of the 13F portfolio, value $3,439,309.

   13F-HR 0002063364-25-000037 filed by William Howard & Co Financial Advisors Inc
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 29,193 shares

   Change vs previous 13F -3,171 shares

   3.05% of the 13F portfolio, value $3,374,000.

   13F-HR 0002011188-25-000004 filed by William Howard & Co Financial Advisors Inc
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 32,364 shares

   Change vs previous 13F not available

   3.3% of the 13F portfolio, value $3,871,000.

   13F-HR 0002023493-24-000008 filed by William Howard & Co Financial Advisors Inc
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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