Tripletail Wealth Management, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 2079812
ORLANDO, FL
Position in IVES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,149,858
+$792,964 QoQ
Shares Held
30,180
+139.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#16
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 | $1,149,858 | 30,180 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $356,894 | 12,580 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $66,381 | 2,100 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||