Position in IVES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$239,153
+$123,773 QoQ
Shares Held
6,277
+54.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 52 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,153 | 6,277 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $115,380 | 4,067 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $155,363 | 4,915 | Shares | Defined | 2026-05-27 | |
| No filing history on record for this holder in this stock. | ||||||