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Disclosery

Birchwood Financial Partners, Inc.: IVE position timeline

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

Birchwood Financial Partners, Inc. held 110 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110 shares
    Change vs previous 13F -58 shares

    0.02% of the 13F portfolio, value $24,923.

    13F-HR 0002110062-26-000006 filed by Birchwood Financial Partners, Inc.
    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 168 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $35,543.

    13F-HR 0002110062-26-000004 filed by Birchwood Financial Partners, Inc.
    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 168 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $35,677.

    13F-HR 0002110062-26-000003 filed by Birchwood Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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