Everstar Asset Management, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 2023744
MOORESVILLE, NC
Position in IVES
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$568,336
-$49,460 QoQ
Shares Held
20,033
+4.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $568,336 | 20,033 | Shares | Sole | 2026-04-16 | |
| 2025-09-30 | $617,796 | 19,234 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||