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Disclosery

Austin Private Wealth, LLC: IVE position timeline

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

Austin Private Wealth, LLC held 329,691 IVE shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 329,691 shares
    Change vs previous 13F +91,736 shares

    5.24% of the 13F portfolio, value $69,917,539.

    13F-HR 0001172661-26-000230 filed by Austin Private 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 ended2025-09-30
    13F 237,955 shares
    Change vs previous 13F -5,707 shares

    3.78% of the 13F portfolio, value $49,140,055.

    13F-HR 0001172661-25-004325 filed by Austin Private 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 ended2025-06-30
    13F 243,662 shares
    Change vs previous 13F +12,681 shares

    3.77% of the 13F portfolio, value $47,616,332.

    13F-HR 0001172661-25-002847 filed by Austin Private 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 ended2025-03-31
    13F 230,981 shares
    Change vs previous 13F +83,201 shares

    3.95% of the 13F portfolio, value $44,020,392.

    13F-HR 0001172661-25-001646 filed by Austin Private 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 ended2024-12-31
    13F 147,780 shares
    Change vs previous 13F +10,453 shares

    2.65% of the 13F portfolio, value $28,208,225.

    13F-HR 0001172661-25-000335 filed by Austin Private 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 ended2024-09-30
    13F 137,327 shares
    Change vs previous 13F +13,335 shares

    2.65% of the 13F portfolio, value $27,076,690.

    13F-HR 0001172661-24-004415 filed by Austin Private 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 ended2024-06-30
    13F/A 123,992 shares
    Change vs previous 13F +13,964 shares

    2.43% of the 13F portfolio, value $22,567,848.

    13F-HR/A 0001085146-24-003037 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 110,028 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $20,266,082.

    13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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