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Clientfirst Wealth Management, LLC: IVES position timeline

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

Clientfirst Wealth Management, LLC held 6,000 IVES 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 6,000 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $228,600.

    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 ยง4.2).