Position in IVES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,669
+$4,825 QoQ
Shares Held
490
+0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 52 holders
Holding Since
Sep 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,669 | 490 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $13,844 | 488 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $15,046 | 476 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $15,674 | 488 | Shares | Defined | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||