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Disclosery

Concord Wealth Partners: IEI position timeline

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

Concord Wealth Partners held 2,132 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,132 shares
    Change vs previous 13F -24,636 shares

    0.03% of the 13F portfolio, value $250,382.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    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 26,768 shares
    Change vs previous 13F +7,897 shares

    0.41% of the 13F portfolio, value $3,174,663.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    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 18,871 shares
    Change vs previous 13F +475 shares

    0.29% of the 13F portfolio, value $2,252,232.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    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 18,396 shares
    Change vs previous 13F -16,428 shares

    0.3% of the 13F portfolio, value $2,198,484.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 18,396 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  5. period ended2025-06-30
    13F 34,824 shares
    Change vs previous 13F +13,357 shares

    0.31% of the 13F portfolio, value $4,147,148.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 17,412 shares
    • Concord Asset Management, LLC/VA: 17,412 shares

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

  6. period ended2025-03-31
    13F 21,467 shares
    Change vs previous 13F +20,139 shares

    0.42% of the 13F portfolio, value $2,535,983.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    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 1,328 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $153,430.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    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 1,328 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $158,814.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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