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Disclosery

Creekmur Asset Management LLC: IVE position timeline

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

Creekmur Asset Management LLC held 966 IVE shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 966 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $199,557.

    13F-HR 0002013091-25-000008 filed by Creekmur Asset 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 ended2025-06-30
    13F 966 shares
    Change vs previous 13F -203 shares

    0.03% of the 13F portfolio, value $188,862.

    13F-HR 0002013091-25-000004 filed by Creekmur Asset 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 ended2025-03-31
    13F 1,169 shares
    Change vs previous 13F -58 shares

    0.05% of the 13F portfolio, value $222,782.

    13F-HR 0002013091-25-000002 filed by Creekmur Asset 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 ended2024-12-31
    13F 1,227 shares
    Change vs previous 13F +6 shares

    0.05% of the 13F portfolio, value $234,293.

    13F-HR 0002013091-25-000001 filed by Creekmur Asset 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 ended2024-09-30
    13F 1,221 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $240,808.

    13F-HR 0002013091-24-000006 filed by Creekmur Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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