Position in IVES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,148,295
+$259,492 QoQ
Shares Held
30,139
-3.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#17
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 | $1,148,295 | 30,139 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $888,803 | 31,329 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $522,639 | 16,534 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $479,647 | 14,933 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||