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Barnes Dennig Private Wealth Management LLC: IVE position timeline

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

Barnes Dennig Private Wealth Management LLC held 6,126 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,126 shares
    Change vs previous 13F +464 shares

    1.11% of the 13F portfolio, value $1,390,920.

    13F-HR 0002058270-26-000003 filed by Barnes Dennig Private Wealth Management 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 5,662 shares
    Change vs previous 13F -396 shares

    1.18% of the 13F portfolio, value $1,195,603.

    13F-HR 0002058270-26-000002 filed by Barnes Dennig Private Wealth Management 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 6,058 shares
    Change vs previous 13F +1,505 shares

    1.29% of the 13F portfolio, value $1,284,707.

    13F-HR 0002058270-26-000001 filed by Barnes Dennig Private Wealth Management 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 4,553 shares
    Change vs previous 13F +200 shares

    1.01% of the 13F portfolio, value $940,331.

    13F-HR 0002058270-25-000005 filed by Barnes Dennig Private Wealth Management 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 4,353 shares
    Change vs previous 13F +3,708 shares

    1.02% of the 13F portfolio, value $850,663.

    13F-HR 0002058270-25-000003 filed by Barnes Dennig Private Wealth Management 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 645 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $122,924.

    13F-HR 0002058270-25-000002 filed by Barnes Dennig Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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