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Bryn Mawr Trust Advisors, LLC: IVE position timeline

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

Bryn Mawr Trust Advisors, LLC held 11,417 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,417 shares
    Change vs previous 13F +20 shares

    0.11% of the 13F portfolio, value $2,592,437.

    13F-HR 0001085146-26-000552 filed by Bryn Mawr Trust Advisors, 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 11,397 shares
    Change vs previous 13F -67 shares

    0.12% of the 13F portfolio, value $2,406,480.

    13F-HR 0001085146-26-000380 filed by Bryn Mawr Trust Advisors, 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 11,464 shares
    Change vs previous 13F +459 shares

    0.12% of the 13F portfolio, value $2,431,096.

    13F-HR 0001085146-26-000145 filed by Bryn Mawr Trust Advisors, 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 11,005 shares
    Change vs previous 13F +23 shares

    0.11% of the 13F portfolio, value $2,272,693.

    13F-HR 0001700481-25-000005 filed by Bryn Mawr Trust Advisors, 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 10,982 shares
    Change vs previous 13F +35 shares

    0.12% of the 13F portfolio, value $2,146,102.

    13F-HR 0001085146-25-004586 filed by Bryn Mawr Trust Advisors, 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 10,947 shares
    Change vs previous 13F -1,378 shares

    0.13% of the 13F portfolio, value $2,086,279.

    13F-HR 0001085146-25-002560 filed by Bryn Mawr Trust Advisors, 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/A 12,325 shares
    Change vs previous 13F +1,455 shares

    0.13% of the 13F portfolio, value $2,352,596.

    13F-HR/A 0001085146-25-000795 filed by Bryn Mawr Trust Advisors, LLC
    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 10,870 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,143,238.

    13F-HR 0001085146-24-005137 filed by Bryn Mawr Trust Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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