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Detalus Advisors, LLC: IVE position timeline

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

Detalus Advisors, LLC held 99,890 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,890 shares
    Change vs previous 13F -4,367 shares

    4.42% of the 13F portfolio, value $22,680,924.

    13F-HR 0001799677-26-000005 filed by Detalus Advisors, 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 104,257 shares
    Change vs previous 13F -10,218 shares

    5.03% of the 13F portfolio, value $22,013,957.

    13F-HR 0001799677-26-000003 filed by Detalus Advisors, 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 114,475 shares
    Change vs previous 13F +30,442 shares

    5.92% of the 13F portfolio, value $24,276,696.

    13F-HR 0001799677-26-000001 filed by Detalus Advisors, 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 84,033 shares
    Change vs previous 13F +2,909 shares

    4.49% of the 13F portfolio, value $17,353,657.

    13F-HR 0001799677-25-000007 filed by Detalus Advisors, 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 81,124 shares
    Change vs previous 13F +9,489 shares

    4.59% of the 13F portfolio, value $15,853,225.

    13F-HR 0001799677-25-000004 filed by Detalus Advisors, 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 71,635 shares
    Change vs previous 13F +18,986 shares

    4.29% of the 13F portfolio, value $13,652,212.

    13F-HR 0001799677-25-000003 filed by Detalus Advisors, 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 52,649 shares
    Change vs previous 13F +929 shares

    3.31% of the 13F portfolio, value $10,049,594.

    13F-HR 0001799677-25-000001 filed by Detalus Advisors, 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 51,720 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $10,197,608.

    13F-HR 0001799677-24-000004 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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