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BLALOCK WILLIAMS, LLC: IVE position timeline

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

BLALOCK WILLIAMS, LLC held 18,228 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,228 shares
    Change vs previous 13F -3,372 shares

    2.68% of the 13F portfolio, value $4,138,850.

    13F-HR 0001951757-26-001139 filed by BLALOCK WILLIAMS, 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 21,600 shares
    Change vs previous 13F +1,227 shares

    3.53% of the 13F portfolio, value $4,560,840.

    13F-HR 0001951757-26-000866 filed by BLALOCK WILLIAMS, 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 20,373 shares
    Change vs previous 13F +6,082 shares

    3.46% of the 13F portfolio, value $4,320,502.

    13F-HR 0001951757-26-000331 filed by BLALOCK WILLIAMS, 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 14,291 shares
    Change vs previous 13F +1,583 shares

    2.59% of the 13F portfolio, value $2,951,234.

    13F-HR 0001951757-25-001202 filed by BLALOCK WILLIAMS, 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 12,708 shares
    Change vs previous 13F +2,590 shares

    2.48% of the 13F portfolio, value $2,483,397.

    13F-HR 0001951757-25-001271 filed by BLALOCK WILLIAMS, 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 10,118 shares
    Change vs previous 13F +2,975 shares

    2.16% of the 13F portfolio, value $1,928,288.

    13F-HR 0001951757-25-001272 filed by BLALOCK WILLIAMS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 7,143 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $1,363,456.

    13F-HR 0001951757-25-001273 filed by BLALOCK WILLIAMS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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