KERR FINANCIAL PLANNING Corp
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 2095947
FRESNO, CA
Position in IVES
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$255
-$155 QoQ
Shares Held
9
-30.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
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 | $255 | 9 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $410 | 13 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $417 | 13 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||