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Disclosery

CRA Financial Services, LLC: IVE position timeline

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

CRA Financial Services, LLC held 8,930 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,930 shares
    Change vs previous 13F +140 shares

    0.23% of the 13F portfolio, value $2,027,627.

    13F-HR 0001765594-26-000003 filed by CRA Financial Services, 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 8,790 shares
    Change vs previous 13F +356 shares

    0.24% of the 13F portfolio, value $1,855,970.

    13F-HR 0001765594-26-000002 filed by CRA Financial Services, 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 8,434 shares
    Change vs previous 13F +163 shares

    0.23% of the 13F portfolio, value $1,788,540.

    13F-HR 0001765594-26-000001 filed by CRA Financial Services, 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 8,271 shares
    Change vs previous 13F +1,145 shares

    0.23% of the 13F portfolio, value $1,707,963.

    13F-HR 0001765594-25-000008 filed by CRA Financial Services, 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 7,126 shares
    Change vs previous 13F +438 shares

    0.21% of the 13F portfolio, value $1,392,465.

    13F-HR 0001765594-25-000004 filed by CRA Financial Services, 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 6,688 shares
    Change vs previous 13F +56 shares

    0.22% of the 13F portfolio, value $1,274,599.

    13F-HR 0001765594-25-000002 filed by CRA Financial Services, 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 6,632 shares
    Change vs previous 13F +939 shares

    0.22% of the 13F portfolio, value $1,265,916.

    13F-HR 0001765594-25-000001 filed by CRA Financial Services, 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 5,693 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,122,489.

    13F-HR 0001765594-24-000007 filed by CRA Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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