Position in IVES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$766,305
+$95,667 QoQ
Shares Held
20,113
-14.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#21
of 52 holders
Holding Since
Sep 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $766,305 | 20,113 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $670,638 | 23,639 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $713,722 | 22,579 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $614,680 | 19,137 | Shares | Sole | 2025-12-02 | |
| No filing history on record for this holder in this stock. | ||||||