Position in IVES
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$895,924
-$2,314,766 QoQ
Shares Held
31,580
-68.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.21%
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 | $895,924 | 31,580 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,210,690 | 101,572 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $356,210 | 11,090 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||