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Disclosery

5T Wealth, LLC: IVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 5T Wealth, LLC on IVE, newest first. How the timeline and the estimate are built.

5T Wealth, LLC held 30,036 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,036 shares
    Change vs previous 13F -884 shares

    2.54% of the 13F portfolio, value $6,819,910.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, LLC
    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 30,920 shares
    Change vs previous 13F -397 shares

    2.58% of the 13F portfolio, value $6,528,824.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, LLC
    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 31,317 shares
    Change vs previous 13F +3,486 shares

    2.65% of the 13F portfolio, value $6,639,553.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, LLC
    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 27,831 shares
    Change vs previous 13F +2,461 shares

    2.51% of the 13F portfolio, value $5,747,140.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, LLC
    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 25,370 shares
    Change vs previous 13F -742 shares

    2.52% of the 13F portfolio, value $4,958,143.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, LLC
    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 26,112 shares
    Change vs previous 13F +267 shares

    2.83% of the 13F portfolio, value $4,976,313.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, LLC
    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 25,845 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $4,933,747.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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