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Diversify Advisory Services, LLC: IEI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on IEI, newest first. How the timeline and the estimate are built.

Diversify Advisory Services, LLC held 262,528 IEI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 262,528 shares
    Change vs previous 13F +140,968 shares

    0.26% of the 13F portfolio, value $30,574,010.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 131,264 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 131,264 shares

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

  2. period ended2026-03-31
    13F 121,560 shares
    Change vs previous 13F +47,853 shares

    0.26% of the 13F portfolio, value $14,348,942.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 121,560 shares

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

  3. period ended2025-12-31
    13F 73,707 shares
    Change vs previous 13F +965 shares

    0.28% of the 13F portfolio, value $8,777,005.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    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 72,742 shares
    Change vs previous 13F -579 shares

    0.29% of the 13F portfolio, value $8,681,707.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    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 73,321 shares
    Change vs previous 13F +30,271 shares

    0.33% of the 13F portfolio, value $8,709,791.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    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 43,050 shares
    Change vs previous 13F -1,125 shares

    0.32% of the 13F portfolio, value $5,127,255.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    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 44,175 shares
    Change vs previous 13F -8,783 shares

    0.28% of the 13F portfolio, value $5,065,989.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    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 52,958 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $6,214,621.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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