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Disclosery

AtlasMark Financial, Inc: IVE position timeline

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

AtlasMark Financial, Inc held 58,031 IVE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 58,031 shares
    Change vs previous 13F +4,518 shares

    6.48% of the 13F portfolio, value $13,247,330.

    13F-HR 0001214659-26-012802 filed by AtlasMark Financial, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 53,513 shares
    Change vs previous 13F +15,953 shares

    5.98% of the 13F portfolio, value $12,150,672.

    13F-HR 0001214659-26-010450 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 37,560 shares
    Change vs previous 13F 0 shares

    5.14% of the 13F portfolio, value $7,965,289.

    13F-HR 0001214659-26-004946 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 37,560 shares
    Change vs previous 13F +1,936 shares

    5.14% of the 13F portfolio, value $7,965,289.

    13F-HR 0001214659-26-004945 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 35,624 shares
    Change vs previous 13F +4,024 shares

    4.92% of the 13F portfolio, value $7,356,757.

    13F-HR 0001214659-26-004944 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 31,600 shares
    Change vs previous 13F +11,298 shares

    4.7% of the 13F portfolio, value $6,175,216.

    13F-HR 0001214659-26-004943 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 20,302 shares
    Change vs previous 13F +915 shares

    3.59% of the 13F portfolio, value $3,869,225.

    13F-HR 0001214659-26-004942 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 19,387 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $3,700,661.

    13F-HR 0001214659-26-004941 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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