B.O.S.S. Retirement Advisors, LLC: IVE position timeline

B.O.S.S. Retirement Advisors, LLC held 24,584 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 24,584 shares

   Change vs previous 13F -11,132 shares

   1.51% of the 13F portfolio, value $5,581,990.

   13F-HR 0001964810-26-000008 filed by B.O.S.S. Retirement Advisors, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 35,716 shares

   Change vs previous 13F -514 shares

   2.3% of the 13F portfolio, value $7,541,419.

   13F-HR 0001964810-26-000004 filed by B.O.S.S. Retirement Advisors, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 36,230 shares

   Change vs previous 13F +25,703 shares

   2.42% of the 13F portfolio, value $7,683,195.

   13F-HR 0001964810-26-000002 filed by B.O.S.S. Retirement Advisors, LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 10,527 shares

   Change vs previous 13F +5,799 shares

   0.52% of the 13F portfolio, value $2,173,906.

   13F-HR 0001964810-25-000004 filed by B.O.S.S. Retirement Advisors, LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,728 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $923,975.

   13F-HR 0001085146-25-003968 filed by B.O.S.S. Retirement Advisors, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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