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Willis Johnson & Associates, Inc.: IEI position timeline

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

Willis Johnson & Associates, Inc. held 362,619 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 362,619 shares
    Change vs previous 13F +25,116 shares

    2.37% of the 13F portfolio, value $42,589,656.

    13F-HR 0001853239-26-000004 filed by Willis Johnson & Associates, Inc.
    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 337,503 shares
    Change vs previous 13F +33,070 shares

    2.33% of the 13F portfolio, value $40,027,812.

    13F-HR 0001853239-26-000003 filed by Willis Johnson & Associates, Inc.
    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 304,433 shares
    Change vs previous 13F +45,225 shares

    2.24% of the 13F portfolio, value $36,334,114.

    13F-HR 0001853239-26-000002 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 259,208 shares
    Change vs previous 13F +21,001 shares

    1.92% of the 13F portfolio, value $30,977,892.

    13F-HR 0001853239-25-000004 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 238,207 shares
    Change vs previous 13F +10,960 shares

    1.93% of the 13F portfolio, value $28,368,043.

    13F-HR 0001085146-25-004993 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 227,247 shares
    Change vs previous 13F +6,086 shares

    2.03% of the 13F portfolio, value $26,845,810.

    13F-HR 0001085146-25-003176 filed by Willis Johnson & Associates, Inc.
    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 221,161 shares
    Change vs previous 13F +47,087 shares

    1.96% of the 13F portfolio, value $25,555,175.

    13F-HR 0001085146-25-001471 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 174,074 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $20,820,140.

    13F-HR 0001853239-24-000007 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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