Position in IVES
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$250,507
-$2,088 QoQ
Shares Held
8,830
+10.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $250,507 | 8,830 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $252,595 | 7,991 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||