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BOK Financial Private Wealth, Inc.: IVE position timeline

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

BOK Financial Private Wealth, Inc. held 88,595 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,595 shares
    Change vs previous 13F -1,098 shares

    1.03% of the 13F portfolio, value $20,116,409.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, 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 89,693 shares
    Change vs previous 13F -2,490 shares

    1.14% of the 13F portfolio, value $18,938,703.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, 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 92,183 shares
    Change vs previous 13F -2,005 shares

    1.2% of the 13F portfolio, value $19,549,275.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, Inc.
    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 94,188 shares
    Change vs previous 13F -3,687 shares

    1.22% of the 13F portfolio, value $19,450,789.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, Inc.
    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 97,875 shares
    Change vs previous 13F -2,445 shares

    1.28% of the 13F portfolio, value $19,126,757.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, Inc.
    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 100,320 shares
    Change vs previous 13F -2,900 shares

    1.44% of the 13F portfolio, value $19,119,009.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, Inc.
    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 103,220 shares
    Change vs previous 13F -3,401 shares

    1.43% of the 13F portfolio, value $19,702,657.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 106,621 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $21,022,487.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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