GRIFFIN ASSET MANAGEMENT, INC.
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 883803
New York, NY
Position in IVES
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$600,819
-$73,959 QoQ
Shares Held
21,178
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $600,819 | 21,178 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $674,778 | 21,347 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $700,986 | 21,824 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $575,382 | 21,224 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||