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Disclosery

BURKETT FINANCIAL SERVICES, LLC: IVE position timeline

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

BURKETT FINANCIAL SERVICES, LLC held 7,094 IVE shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,094 shares
    Change vs previous 13F -450 shares

    0.49% of the 13F portfolio, value $1,619,462.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,544 shares
    Change vs previous 13F -340 shares

    0.54% of the 13F portfolio, value $1,712,956.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,884 shares
    Change vs previous 13F -277 shares

    0.57% of the 13F portfolio, value $1,664,714.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,161 shares
    Change vs previous 13F -37 shares

    0.59% of the 13F portfolio, value $1,730,824.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,198 shares
    Change vs previous 13F +663 shares

    0.58% of the 13F portfolio, value $1,693,020.

    13F-HR 0001762716-25-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,535 shares
    Change vs previous 13F +264 shares

    0.53% of the 13F portfolio, value $1,472,541.

    13F-HR 0001762716-25-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,271 shares
    Change vs previous 13F +86 shares

    0.56% of the 13F portfolio, value $1,385,613.

    13F-HR 0001762716-25-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,185 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,371,399.

    13F-HR 0001762716-25-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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