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DURANTE & WATERS, LLC: IVE position timeline

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

DURANTE & WATERS, LLC held 3,869 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,869 shares
    Change vs previous 13F -3,850 shares

    0.58% of the 13F portfolio, value $878,495.

    13F-HR 0001666582-26-000003 filed by DURANTE & WATERS, 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 7,719 shares
    Change vs previous 13F -625 shares

    1.18% of the 13F portfolio, value $1,629,867.

    13F-HR 0001666582-26-000002 filed by DURANTE & WATERS, 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 8,344 shares
    Change vs previous 13F -4,413 shares

    1.23% of the 13F portfolio, value $1,769,512.

    13F-HR 0001666582-26-000001 filed by DURANTE & WATERS, 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 12,757 shares
    Change vs previous 13F -52,169 shares

    1.94% of the 13F portfolio, value $2,634,448.

    13F-HR 0001666582-25-000006 filed by DURANTE & WATERS, 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 64,926 shares
    Change vs previous 13F -8,920 shares

    9.98% of the 13F portfolio, value $12,687,753.

    13F-HR 0001666582-25-000004 filed by DURANTE & WATERS, 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 73,846 shares
    Change vs previous 13F -3,206 shares

    11.83% of the 13F portfolio, value $14,073,619.

    13F-HR 0001666582-25-000002 filed by DURANTE & WATERS, 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 77,052 shares
    Change vs previous 13F -24,780 shares

    12.14% of the 13F portfolio, value $14,707,752.

    13F-HR 0001666582-25-000001 filed by DURANTE & WATERS, 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 101,832 shares
    Change vs previous 13F not available

    16.84% of the 13F portfolio, value $20,078,264.

    13F-HR 0001666582-24-000008 filed by DURANTE & WATERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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