Position in IVES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,273,905
+$3,417,585 QoQ
Shares Held
112,176
+271.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 52 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in IVES Over Time
Shares Held
Position Value (USD)
All Filings in IVES
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,273,905 | 112,176 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $856,320 | 30,184 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $631,409 | 19,975 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $572,828 | 17,834 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $479,033 | 17,670 | Shares | Defined | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||