TD Capital Management LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1483824
MEMPHIS, TN
Position in IVES
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$30,753
-$3,512 QoQ
Shares Held
1,084
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $30,753 | 1,084 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $34,265 | 1,084 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $34,689 | 1,080 | Shares | Sole | 2025-11-24 | |
| No filing history on record for this holder in this stock. | ||||||