Position in IVES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$801,281
+$218,335 QoQ
Shares Held
21,031
+2.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#20
of 52 holders
Holding Since
Dec 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $801,281 | 21,031 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $582,946 | 20,548 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $585,512 | 18,523 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||