WORLD EQUITY GROUP, INC.
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 878770
SCHAUMBURG, IL
Position in IVES
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$610,579
-$68,814 QoQ
Shares Held
21,522
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.24%
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 | $610,579 | 21,522 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $679,393 | 21,493 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $689,391 | 21,463 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||