Capital Squared Financial LLC: IVE position timeline

Capital Squared Financial LLC held 3,198 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,198 shares

   Change vs previous 13F +10 shares

   0.47% of the 13F portfolio, value $726,130.

   13F-HR 0002128691-26-000005 filed by Capital Squared Financial LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,188 shares

   Change vs previous 13F +271 shares

   0.51% of the 13F portfolio, value $673,203.

   13F-HR 0002128691-26-000004 filed by Capital Squared Financial LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,917 shares

   Change vs previous 13F +125 shares

   0.48% of the 13F portfolio, value $618,686.

   13F-HR 0002128691-26-000003 filed by Capital Squared Financial LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-09-30

   13F 2,792 shares

   Change vs previous 13F +74 shares

   0.5% of the 13F portfolio, value $576,538.

   13F-HR 0002128691-26-000002 filed by Capital Squared Financial LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

5. period ended2025-06-30

   13F 2,718 shares

   Change vs previous 13F not available

   0.62% of the 13F portfolio, value $531,160.

   13F-HR 0002128691-26-000001 filed by Capital Squared Financial LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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