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Clarus Wealth Advisors: IVE position timeline

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

Clarus Wealth Advisors held 24,583 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,583 shares
    Change vs previous 13F +387 shares

    2.17% of the 13F portfolio, value $5,627,096.

    13F-HR 0001730149-26-000003 filed by Clarus Wealth Advisors
    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 24,196 shares
    Change vs previous 13F -363 shares

    2.19% of the 13F portfolio, value $5,131,022.

    13F-HR 0001730149-26-000002 filed by Clarus Wealth Advisors
    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 24,559 shares
    Change vs previous 13F +59 shares

    2.21% of the 13F portfolio, value $5,323,648.

    13F-HR 0001730149-26-000001 filed by Clarus Wealth Advisors
    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 24,500 shares
    Change vs previous 13F +800 shares

    2.25% of the 13F portfolio, value $5,092,042.

    13F-HR 0001730149-25-000005 filed by Clarus Wealth Advisors
    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 23,700 shares
    Change vs previous 13F +1,223 shares

    2.16% of the 13F portfolio, value $4,676,183.

    13F-HR 0001730149-25-000003 filed by Clarus Wealth Advisors
    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 22,477 shares
    Change vs previous 13F +2,567 shares

    2.15% of the 13F portfolio, value $4,025,610.

    13F-HR 0001730149-25-000002 filed by Clarus Wealth Advisors
    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 19,910 shares
    Change vs previous 13F +1,598 shares

    1.88% of the 13F portfolio, value $3,771,435.

    13F-HR 0001730149-25-000001 filed by Clarus Wealth Advisors
    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 18,312 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $3,574,922.

    13F-HR 0001730149-24-000004 filed by Clarus Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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