First Heartland Consultants, Inc.
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1428793
LAKE ST. LOUIS, MO
Position in IVES
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$2,239,811
-$7,950,115 QoQ
Shares Held
78,950
-75.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.59%
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 | $2,239,811 | 78,950 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $10,189,926 | 322,364 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $6,350,798 | 197,721 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $355,872 | 13,127 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||