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Disclosery

Eagle Strategies LLC: IVE position timeline

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

Eagle Strategies LLC held 4,752 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 4,752 shares
    Change vs previous 13F +123 shares

    0.11% of the 13F portfolio, value $1,079,004.

    13F-HR 0001907666-26-000004 filed by Eagle Strategies 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 4,629 shares
    Change vs previous 13F +495 shares

    0.12% of the 13F portfolio, value $977,466.

    13F-HR 0001907666-26-000003 filed by Eagle Strategies 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 4,134 shares
    Change vs previous 13F -25 shares

    0.11% of the 13F portfolio, value $876,595.

    13F-HR 0001907666-26-000001 filed by Eagle Strategies 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 4,159 shares
    Change vs previous 13F +485 shares

    0.11% of the 13F portfolio, value $858,904.

    13F-HR 0001907666-25-000003 filed by Eagle Strategies 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 3,674 shares
    Change vs previous 13F +85 shares

    0.11% of the 13F portfolio, value $717,996.

    13F-HR 0001085146-25-004082 filed by Eagle Strategies 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 3,589 shares
    Change vs previous 13F +113 shares

    0.12% of the 13F portfolio, value $683,913.

    13F-HR 0001085146-25-002239 filed by Eagle Strategies 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 3,476 shares
    Change vs previous 13F +320 shares

    0.11% of the 13F portfolio, value $663,454.

    13F-HR 0001085146-25-001715 filed by Eagle Strategies 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 3,156 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $622,269.

    13F-HR 0001085146-24-005165 filed by Eagle Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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