Skip to content
Disclosery

Advus Financial Partners, LLC: IVE position timeline

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

Advus Financial Partners, LLC held 31,021 IVE shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 31,021 shares
    Change vs previous 13F +2,725 shares

    2.01% of the 13F portfolio, value $7,043,628.

    13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 28,296 shares
    Change vs previous 13F +2,367 shares

    2.26% of the 13F portfolio, value $5,974,700.

    13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F/A 25,929 shares
    Change vs previous 13F +884 shares

    1.98% of the 13F portfolio, value $5,498,763.

    13F-HR/A 0002150676-26-000042 filed by Advus Financial Partners, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 25,045 shares
    Change vs previous 13F +3,969 shares

    1.92% of the 13F portfolio, value $5,172,043.

    13F-HR/A 0002150676-26-000041 filed by Advus Financial Partners, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 21,076 shares
    Change vs previous 13F +5,077 shares

    1.63% of the 13F portfolio, value $4,118,672.

    13F-HR/A 0002150676-26-000040 filed by Advus Financial Partners, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F/A 15,999 shares
    Change vs previous 13F +2,283 shares

    1.31% of the 13F portfolio, value $3,049,089.

    13F-HR/A 0002150676-26-000039 filed by Advus Financial Partners, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F/A 13,716 shares
    Change vs previous 13F +5,502 shares

    1.12% of the 13F portfolio, value $2,618,110.

    13F-HR/A 0002150676-26-000038 filed by Advus Financial Partners, LLC
    Accepted , ingested

  8. period ended2024-09-30
    13F/A 8,214 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,619,554.

    13F-HR/A 0002150676-26-000037 filed by Advus Financial Partners, LLC
    Accepted , ingested