Pioneer Family Office, LLC
Family OfficePosition in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 2135110
NORTH MIAMI BEACH, FL
Position in IVES
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$24,114
-$2,754 QoQ
Shares Held
850
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVES Over Time
Shares Held
Position Value (USD)
All Filings in IVES
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,114 | 850 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $26,868 | 850 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||