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CARY STREET PARTNERS ASSET MANAGEMENT LLC: IEI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on IEI, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 40,993 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,993 shares
    Change vs previous 13F -6,146 shares

    0.09% of the 13F portfolio, value $4,814,628.

    13F-HR 0001766904-26-000003 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 15,793 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 25,200 shares

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

  2. period ended2026-03-31
    13F 47,139 shares
    Change vs previous 13F +118 shares

    0.13% of the 13F portfolio, value $5,590,685.

    13F-HR 0001766904-26-000002 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 17,267 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 29,872 shares

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

  3. period ended2025-12-31
    13F 47,021 shares
    Change vs previous 13F +33,260 shares

    0.13% of the 13F portfolio, value $5,611,956.

    13F-HR 0001766904-26-000001 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 17,905 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 29,116 shares

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

  4. period ended2025-09-30
    13F 13,761 shares
    Change vs previous 13F +821 shares

    0.04% of the 13F portfolio, value $1,644,576.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 13,686 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 75 shares

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

  5. period ended2025-06-30
    13F 12,940 shares
    Change vs previous 13F +2,206 shares

    0.04% of the 13F portfolio, value $1,541,045.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 12,869 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 71 shares

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

  6. period ended2025-03-31
    13F 10,734 shares
    Change vs previous 13F +2,627 shares

    0.04% of the 13F portfolio, value $1,268,117.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 10,596 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 138 shares

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

  7. period ended2024-12-31
    13F 8,107 shares
    Change vs previous 13F +1,851 shares

    0.03% of the 13F portfolio, value $936,769.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 8,034 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 73 shares

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

  8. period ended2024-09-30
    13F 6,256 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $748,271.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

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