Position in IVES
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,305,530
-$176,030 QoQ
Shares Held
46,018
-1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,305,530 | 46,018 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,481,560 | 46,870 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,797,764 | 149,370 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||