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Disclosery

BridgePort Financial Solutions, LLC: IVE position timeline

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

BridgePort Financial Solutions, LLC held 10,730 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,730 shares
    Change vs previous 13F -4,105 shares

    0.62% of the 13F portfolio, value $2,436,310.

    13F-HR 0002031775-26-000006 filed by BridgePort Financial Solutions, 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 14,835 shares
    Change vs previous 13F -3,197 shares

    0.89% of the 13F portfolio, value $3,132,370.

    13F-HR 0002031775-26-000003 filed by BridgePort Financial Solutions, 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 18,032 shares
    Change vs previous 13F +3,824 shares

    1.03% of the 13F portfolio, value $3,824,099.

    13F-HR 0002031775-26-000001 filed by BridgePort Financial Solutions, 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 14,208 shares
    Change vs previous 13F +116 shares

    0.79% of the 13F portfolio, value $2,934,081.

    13F-HR 0002031775-25-000008 filed by BridgePort Financial Solutions, 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 14,092 shares
    Change vs previous 13F +1,723 shares

    0.92% of the 13F portfolio, value $2,753,889.

    13F-HR 0002031775-25-000005 filed by BridgePort Financial Solutions, 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 12,369 shares
    Change vs previous 13F -11 shares

    1.06% of the 13F portfolio, value $2,357,221.

    13F-HR 0002031775-25-000004 filed by BridgePort Financial Solutions, 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 12,380 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,408,939.

    13F-HR 0002031775-25-000001 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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