Position in IVES
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$107,040
+$1,779 QoQ
Shares Held
3,773
+13.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
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 | $107,040 | 3,773 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $105,261 | 3,330 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $44,486 | 1,385 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $13,555 | 500 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||