Skip to content
Disclosery

Cosner Financial Group, LLC: IVE position timeline

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

Cosner Financial Group, LLC held 178,510 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,510 shares
    Change vs previous 13F +91,753 shares

    10.42% of the 13F portfolio, value $20,295,815.

    13F-HR 0001674627-26-000005 filed by Cosner Financial 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 86,757 shares
    Change vs previous 13F +82 shares

    10.06% of the 13F portfolio, value $18,318,724.

    13F-HR 0001674627-26-000003 filed by Cosner Financial 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 86,675 shares
    Change vs previous 13F +2,491 shares

    9.38% of the 13F portfolio, value $18,381,246.

    13F-HR 0001674627-26-000001 filed by Cosner Financial 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 84,184 shares
    Change vs previous 13F +4,133 shares

    9.35% of the 13F portfolio, value $17,384,890.

    13F-HR 0001674627-25-000008 filed by Cosner Financial 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 80,051 shares
    Change vs previous 13F +3,388 shares

    8.71% of the 13F portfolio, value $15,643,469.

    13F-HR 0001674627-25-000005 filed by Cosner Financial 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 76,663 shares
    Change vs previous 13F +8,561 shares

    8.93% of the 13F portfolio, value $14,610,503.

    13F-HR 0001674627-25-000004 filed by Cosner Financial 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 68,102 shares
    Change vs previous 13F +3,664 shares

    8.24% of the 13F portfolio, value $12,999,252.

    13F-HR 0001674627-25-000002 filed by Cosner Financial Group, LLC
    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 64,438 shares
    Change vs previous 13F not available

    8.19% of the 13F portfolio, value $12,705,256.

    13F-HR 0001674627-24-000007 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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