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Disclosery

DBK Financial Counsel, LLC: IVE position timeline

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

DBK Financial Counsel, LLC held 3,550 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,550 shares
    Change vs previous 13F -2,604 shares

    0.68% of the 13F portfolio, value $806,063.

    13F-HR 0001904822-26-000003 filed by DBK Financial Counsel, 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 6,154 shares
    Change vs previous 13F -118 shares

    0.98% of the 13F portfolio, value $1,299,417.

    13F-HR 0001904822-26-000002 filed by DBK Financial Counsel, 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 6,272 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $1,330,103.

    13F-HR 0001904822-26-000001 filed by DBK Financial Counsel, 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 6,272 shares
    Change vs previous 13F 0 shares

    1.09% of the 13F portfolio, value $1,295,231.

    13F-HR 0001904822-25-000005 filed by DBK Financial Counsel, 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 6,272 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $1,225,674.

    13F-HR 0001904822-25-000004 filed by DBK Financial Counsel, 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 6,272 shares
    Change vs previous 13F +3,550 shares

    1.2% of the 13F portfolio, value $1,195,318.

    13F-HR 0001904822-25-000003 filed by DBK Financial Counsel, 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 2,722 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $519,575.

    13F-HR 0001904822-25-000001 filed by DBK Financial Counsel, 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 2,722 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $536,697.

    13F-HR 0001904822-24-000005 filed by DBK Financial Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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