Position in IVES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$890,549
+$199,059 QoQ
Shares Held
23,374
-4.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 52 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $890,549 | 23,374 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $691,490 | 24,374 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $712,995 | 22,556 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $399,347 | 12,433 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $249,113 | 9,189 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||