Position in IVES
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$226,449
-$25,862 QoQ
Shares Held
7,982
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,449 | 7,982 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $252,311 | 7,982 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $256,381 | 7,982 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||