Position in IVES
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$106,245
-$325,610 QoQ
Shares Held
3,745
-72.6% 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 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 | $106,245 | 3,745 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $431,855 | 13,662 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,137,176 | 35,404 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||