Position in IE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$674,212
-$255,488 QoQ
Shares Held
57,040
-2.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0.4908835904628331.ToString("F0")%
Shared 0.ToString("F0")%
None 99.50911640953717.ToString("F0")%
Common Shares in IE Over Time
Shares Held
Position Value (USD)
Position in Copper
Basic Materials · as of Mar 31, 2026Creative Planning holds $47,944,726 across 5 Copper names. IE ranks #5 (1.4% of the industry book) .
All Filings in IE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $674,212 | 57,040 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $929,700 | 58,179 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $517,185 | 41,210 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $318,864 | 35,156 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $223,673 | 38,498 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $157,213 | 20,823 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $155,215 | 18,347 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $128,534 | 13,703 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $134,289 | 13,703 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $138,126 | 13,703 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $163,065 | 13,703 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $133,347 | 10,226 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||