CLIENT 1ST ADVISORY GROUP, LLC: IVE position timeline

CLIENT 1ST ADVISORY GROUP, LLC held 3,357 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,357 shares

   Change vs previous 13F -182 shares

   0.2% of the 13F portfolio, value $762,240.

   13F-HR 0001802816-26-000003 filed by CLIENT 1ST ADVISORY GROUP, LLC
   Filed 2026-07-13 (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 3,539 shares

   Change vs previous 13F +2,148 shares

   0.23% of the 13F portfolio, value $747,260.

   13F-HR 0001802816-26-000002 filed by CLIENT 1ST ADVISORY GROUP, LLC
   Filed 2026-04-15 (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 1,391 shares

   Change vs previous 13F +43 shares

   0.09% of the 13F portfolio, value $294,989.

   13F-HR 0001802816-26-000001 filed by CLIENT 1ST ADVISORY GROUP, LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,348 shares

   Change vs previous 13F +244 shares

   0.09% of the 13F portfolio, value $278,375.

   13F-HR 0001802816-25-000007 filed by CLIENT 1ST ADVISORY GROUP, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,104 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $215,744.

   13F-HR 0001802816-25-000005 filed by CLIENT 1ST ADVISORY GROUP, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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