Position in IVES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$549,478
+$134,652 QoQ
Shares Held
14,422
-1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#24
of 52 holders
Holding Since
Sep 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $549,478 | 14,422 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $414,826 | 14,622 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $504,622 | 15,964 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $419,069 | 13,047 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||