MARINO, STRAM & ASSOCIATES LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1099762
BRAINTREE, MA
Position in IVES
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$434,429
-$6,751 QoQ
Shares Held
15,313
+9.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVES Over Time
Shares Held
Position Value (USD)
All Filings in IVES
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $434,429 | 15,313 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $441,180 | 13,957 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $439,947 | 13,697 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $260,987 | 9,627 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||