Coston, McIsaac & Partners
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1945037
BAR HARBOR, ME
Position in IVES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$42,900
+$16,488 QoQ
Shares Held
1,126
+20.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#42
of 52 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,900 | 1,126 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $26,412 | 931 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $35,592 | 1,126 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $11,916 | 371 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,488 | 350 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||