Question 1

Does Wealthspire Advisors own IEI stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Wealthspire Advisors holds 3,813 shares of IEI, worth $447,837.

Question 2

How many shares of IEI does Wealthspire Advisors own?

Accepted Answer

As of its Q2 2026 13F, Wealthspire Advisors holds 3,813 shares of IEI.

Question 3

What is Wealthspire Advisors' IEI position worth?

Accepted Answer

As of its Q2 2026 13F, Wealthspire Advisors' IEI position is worth $447,837.

Question 4

Is Wealthspire Advisors buying or selling IEI?

Accepted Answer

In Q2 2026, Wealthspire Advisors reduced its IEI position by 39 shares (-1.0%).

Question 5

When did Wealthspire Advisors first buy IEI?

Accepted Answer

Wealthspire Advisors already held IEI in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3,813	-1.0%	$447,837	0.0%	$116.71	0
2026-Q1	Unchanged	3,852	0.0%	$456,848	0.0%	$116.77	0
2025-Q4	Increased	3,852	+9.9%	$459,737	0.0%	$116.82	26
2025-Q3	Unchanged	3,506	0.0%	$419,003	0.0%	$115.59	0
2025-Q2	Decreased	3,506	-50.2%	$417,530	0.0%	$114.17	0
2025-Q1	Unchanged	7,046	0.0%	$832,380	0.0%	$112.27	0
2024-Q4	Decreased	7,046	-39.2%	$814,166	0.0%	$109.22	0
2024-Q3	Decreased	11,584	-2.3%	$1.4M	0.0%	$111.83	0

IEIShowing 8 of 30 quarters

IEI
Showing 8 of 30 quarters