Question 1

Does Axxcess Wealth Management own IEI stock?

Accepted Answer

Yes. As of its Q3 2026 13F, Axxcess Wealth Management holds 23,665 shares of IEI, worth $2.7M.

Question 2

How many shares of IEI does Axxcess Wealth Management own?

Accepted Answer

As of its Q3 2026 13F, Axxcess Wealth Management holds 23,665 shares of IEI.

Question 3

What is Axxcess Wealth Management's IEI position worth?

Accepted Answer

As of its Q3 2026 13F, Axxcess Wealth Management's IEI position is worth $2.7M.

Question 4

Is Axxcess Wealth Management buying or selling IEI?

Accepted Answer

In Q3 2026, Axxcess Wealth Management reduced its IEI position by 144,364 shares (-85.9%).

Question 5

When did Axxcess Wealth Management first buy IEI?

Accepted Answer

Axxcess Wealth Management already held IEI in its Q4 2021 13F, the earliest on record, and has listed it in 20 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Decreased	23,665	-85.9%	$2.7M	0.1%	$113.07	0
2026-Q2	Increased	168,029	+347.8%	$19.7M	0.3%	$116.71	55
2026-Q1	Decreased	37,520	-60.7%	$4.4M	0.1%	$116.77	0
2025-Q4	Increased	95,397	+18.9%	$11.4M	0.2%	$116.82	39
2025-Q3	Increased	80,200	+44.9%	$9.6M	0.2%	$115.59	45
2025-Q2	Increased	55,351	+1.4%	$6.6M	0.2%	$114.17	33
2025-Q1	Increased	54,571	+33.2%	$6.4M	0.2%	$112.27	42
2024-Q4	Decreased	40,975	-35.2%	$4.7M	0.1%	$109.22	0
2024-Q3	Decreased	63,191	-2.1%	$7.6M	0.2%	$111.83	0

IEIShowing 9 of 20 quarters

IEI
Showing 9 of 20 quarters