Position in IVES
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$32,256
-$8,995 QoQ
Shares Held
1,137
-12.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,256 | 1,137 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $41,251 | 1,305 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $99,250 | 3,090 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||