INDEPENDENT FINANCIAL GROUP, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 275484
SAN DIEGO, CA
Position in IVES
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$546,491
-$82,042 QoQ
Shares Held
19,263
-3.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
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 | $546,491 | 19,263 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $628,533 | 19,884 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $249,379 | 7,764 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||