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Carbahal Olsen Financial Services Group, LLC: IVE position timeline

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

Carbahal Olsen Financial Services Group, LLC held 30,742 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,742 shares
    Change vs previous 13F -154 shares

    4.85% of the 13F portfolio, value $6,980,312.

    13F-HR 0002052538-26-000008 filed by Carbahal Olsen Financial Services Group, 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 30,896 shares
    Change vs previous 13F +91 shares

    5.21% of the 13F portfolio, value $6,523,601.

    13F-HR 0002052538-26-000004 filed by Carbahal Olsen Financial Services Group, 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 30,805 shares
    Change vs previous 13F +128 shares

    5.02% of the 13F portfolio, value $6,532,857.

    13F-HR 0002052538-26-000002 filed by Carbahal Olsen Financial Services Group, 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 30,677 shares
    Change vs previous 13F -126 shares

    5.08% of the 13F portfolio, value $6,335,145.

    13F-HR 0002052538-25-000011 filed by Carbahal Olsen Financial Services Group, 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 30,803 shares
    Change vs previous 13F -119 shares

    5.13% of the 13F portfolio, value $6,019,560.

    13F-HR 0002052538-25-000007 filed by Carbahal Olsen Financial Services Group, 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 30,922 shares
    Change vs previous 13F -49 shares

    5.59% of the 13F portfolio, value $5,893,059.

    13F-HR 0002052538-25-000004 filed by Carbahal Olsen Financial Services Group, 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 30,971 shares
    Change vs previous 13F not available

    5.45% of the 13F portfolio, value $5,911,683.

    13F-HR 0002052538-25-000002 filed by Carbahal Olsen Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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