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1834 INVESTMENT ADVISORS CO: IVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1834 INVESTMENT ADVISORS CO on IVE, newest first. How the timeline and the estimate are built.

1834 INVESTMENT ADVISORS CO held 125,735 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,735 shares
    Change vs previous 13F -9,442 shares

    3.23% of the 13F portfolio, value $28,549,313.

    13F-HR 0001172661-26-002947 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 135,177 shares
    Change vs previous 13F -3,219 shares

    3.56% of the 13F portfolio, value $28,542,660.

    13F-HR 0001172661-26-001927 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 138,396 shares
    Change vs previous 13F -10,200 shares

    3.68% of the 13F portfolio, value $29,349,666.

    13F-HR 0001172661-26-000390 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 148,596 shares
    Change vs previous 13F -15,021 shares

    3.77% of the 13F portfolio, value $30,686,530.

    13F-HR 0001172661-25-004525 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 163,617 shares
    Change vs previous 13F -8,716 shares

    4.05% of the 13F portfolio, value $31,973,979.

    13F-HR 0001172661-25-002618 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 172,333 shares
    Change vs previous 13F -7,869 shares

    4.24% of the 13F portfolio, value $32,843,147.

    13F-HR 0001172661-25-001635 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 180,202 shares
    Change vs previous 13F -12,182 shares

    4.35% of the 13F portfolio, value $34,397,005.

    13F-HR 0001172661-25-000290 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 192,384 shares
    Change vs previous 13F not available

    4.42% of the 13F portfolio, value $37,932,432.

    13F-HR 0001172661-24-004407 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).