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Disclosery

Councilor Wealth, LLC: IVE position timeline

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

Councilor Wealth, LLC held 11,375 IVE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,375 shares
    Change vs previous 13F +3 shares

    1.07% of the 13F portfolio, value $2,596,855.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,372 shares
    Change vs previous 13F +4 shares

    1.04% of the 13F portfolio, value $2,582,152.

    13F-HR 0001172661-26-002707 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,368 shares
    Change vs previous 13F -36 shares

    1.17% of the 13F portfolio, value $2,400,467.

    13F-HR 0001172661-26-001795 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,404 shares
    Change vs previous 13F +27 shares

    1.14% of the 13F portfolio, value $2,418,484.

    13F-HR 0001172661-26-000354 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,377 shares
    Change vs previous 13F +25 shares

    1.09% of the 13F portfolio, value $2,349,499.

    13F-HR 0001172661-25-004615 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,352 shares
    Change vs previous 13F +34 shares

    1.04% of the 13F portfolio, value $2,218,578.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 11,318 shares
    Change vs previous 13F -2,435 shares

    1.08% of the 13F portfolio, value $2,157,061.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 13,753 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $2,625,178.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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