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AmeriServ Wealth Advisors: IEI position timeline

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

AmeriServ Wealth Advisors held 82,174 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,174 shares
    Change vs previous 13F -38,284 shares

    6.42% of the 13F portfolio, value $9,651,335.

    13F-HR 0001172661-26-003007 filed by AmeriServ Wealth Advisors
    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 120,458 shares
    Change vs previous 13F -9,255 shares

    9.12% of the 13F portfolio, value $14,286,318.

    13F-HR 0001172661-26-001807 filed by AmeriServ Wealth Advisors
    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 129,713 shares
    Change vs previous 13F -52,013 shares

    9% of the 13F portfolio, value $15,481,245.

    13F-HR 0001172661-26-000585 filed by AmeriServ Wealth Advisors
    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 181,726 shares
    Change vs previous 13F -6,340 shares

    10.97% of the 13F portfolio, value $21,718,073.

    13F-HR 0001172661-25-004730 filed by AmeriServ Wealth Advisors
    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 188,066 shares
    Change vs previous 13F +24,182 shares

    11.07% of the 13F portfolio, value $22,396,779.

    13F-HR 0001172661-25-003097 filed by AmeriServ Wealth Advisors
    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 163,884 shares
    Change vs previous 13F -5,693 shares

    11.19% of the 13F portfolio, value $19,360,436.

    13F-HR 0001172661-25-001826 filed by AmeriServ Wealth Advisors
    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 169,577 shares
    Change vs previous 13F not available

    10.57% of the 13F portfolio, value $19,594,621.

    13F-HR 0001172661-25-001082 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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