WNY Asset Management, LLC: IEI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WNY Asset Management, LLC on IEI, newest first. How the timeline and the estimate are built.
WNY Asset Management, LLC held 11,682 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-17.
the latest 13F is the newest step
- period ended2026-06-3013F 11,682 sharesChange vs previous 13F -326 shares
0.12% of the 13F portfolio, value $1,372,043.
13F-HR 0002085853-26-001032 filed by WNY Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,008 sharesChange vs previous 13F -3,458 shares
0.15% of the 13F portfolio, value $1,424,101.
13F-HR 0002085853-26-000609 filed by WNY Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,466 sharesChange vs previous 13F +8 shares
0.18% of the 13F portfolio, value $1,848,373.
13F-HR 0002085853-25-000279 filed by WNY Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 15,458 sharesChange vs previous 13F +10,025 shares
0.2% of the 13F portfolio, value $1,840,905.
13F-HR 0001667731-25-001043 filed by WNY Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,433 sharesChange vs previous 13F +2,985 shares
0.08% of the 13F portfolio, value $641,827.
13F-HR 0001667731-25-000592 filed by WNY Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,448 sharesChange vs previous 13F -2,273 shares
0.04% of the 13F portfolio, value $282,866.
13F-HR 0001667731-25-000314 filed by WNY Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,721 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $564,655.
13F-HR 0001803296-24-000004 filed by WNY Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).