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ADG Wealth Management Group, LLC: IVE position timeline

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

ADG Wealth Management Group, LLC held 94,015 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,015 shares
    Change vs previous 13F -1,329 shares

    13.55% of the 13F portfolio, value $21,347,059.

    13F-HR 0002053824-26-000004 filed by ADG Wealth Management Group, 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 95,344 shares
    Change vs previous 13F +31,954 shares

    13.91% of the 13F portfolio, value $20,131,947.

    13F-HR 0002053824-26-000002 filed by ADG Wealth Management Group, 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 63,390 shares
    Change vs previous 13F +2,404 shares

    10.18% of the 13F portfolio, value $13,443,072.

    13F-HR 0002053824-26-000001 filed by ADG Wealth Management Group, 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 60,986 shares
    Change vs previous 13F +4,771 shares

    10.01% of the 13F portfolio, value $12,594,288.

    13F-HR 0002053824-25-000006 filed by ADG Wealth Management Group, 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 56,215 shares
    Change vs previous 13F +4,613 shares

    9.35% of the 13F portfolio, value $10,985,527.

    13F-HR 0002053824-25-000005 filed by ADG Wealth Management Group, 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 51,602 shares
    Change vs previous 13F +254 shares

    9.27% of the 13F portfolio, value $9,834,270.

    13F-HR 0002053824-25-000003 filed by ADG Wealth Management Group, 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 51,348 shares
    Change vs previous 13F not available

    8.7% of the 13F portfolio, value $9,801,245.

    13F-HR 0002053824-25-000002 filed by ADG Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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