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Cranbrook Wealth Management, LLC: IVE position timeline

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

Cranbrook Wealth Management, LLC held 21,775 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,775 shares
    Change vs previous 13F -1,609 shares

    0.93% of the 13F portfolio, value $4,944,337.

    13F-HR 0000905729-26-000145 filed by Cranbrook 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 23,384 shares
    Change vs previous 13F -368 shares

    1% of the 13F portfolio, value $4,937,578.

    13F-HR 0000905729-26-000082 filed by Cranbrook 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 23,752 shares
    Change vs previous 13F -130 shares

    0.99% of the 13F portfolio, value $5,037,080.

    13F-HR 0000905729-26-000022 filed by Cranbrook 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 23,882 shares
    Change vs previous 13F -1,409 shares

    0.99% of the 13F portfolio, value $4,931,866.

    13F-HR 0000905729-25-000169 filed by Cranbrook 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 25,291 shares
    Change vs previous 13F +791 shares

    1.05% of the 13F portfolio, value $4,942,339.

    13F-HR 0000905729-25-000122 filed by Cranbrook 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 24,500 shares
    Change vs previous 13F -285 shares

    1.08% of the 13F portfolio, value $4,669,152.

    13F-HR 0000905729-25-000072 filed by Cranbrook 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 24,785 shares
    Change vs previous 13F -75 shares

    1.1% of the 13F portfolio, value $4,730,903.

    13F-HR 0000905729-25-000015 filed by Cranbrook Wealth Management, 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 24,860 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $4,901,587.

    13F-HR 0000905729-24-000158 filed by Cranbrook Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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