Position in IVES
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$11,376
-$1,299 QoQ
Shares Held
401
0.0% 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 100%
Shared 0%
None 0%
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 | $11,376 | 401 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $12,675 | 401 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,212 | 100 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,711 | 100 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||