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Clientfirst Wealth Management, LLC: IVE position timeline

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

Clientfirst Wealth Management, LLC held 4,066 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,066 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $923,226.

    13F-HR 0001915494-26-000004 filed by Clientfirst Wealth Management, 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 4,066 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $858,536.

    13F-HR 0001915494-26-000002 filed by Clientfirst Wealth Management, 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 4,066 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $862,277.

    13F-HR 0001915494-26-000001 filed by Clientfirst Wealth Management, 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 4,066 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $839,670.

    13F-HR 0001915494-25-000002 filed by Clientfirst Wealth Management, 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 4,066 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $794,578.

    13F-HR 0001085146-25-005234 filed by Clientfirst Wealth Management, 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 4,066 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $774,898.

    13F-HR 0001085146-25-002507 filed by Clientfirst Wealth Management, 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 4,066 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $776,118.

    13F-HR 0001085146-25-000541 filed by Clientfirst Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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