Skip to content
Disclosery

Efficient Advisors, LLC: IVE position timeline

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

Efficient Advisors, LLC held 25,815 IVE shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 25,815 shares
    Change vs previous 13F -820 shares

    0.39% of the 13F portfolio, value $5,450,853.

    13F-HR 0001542164-26-000002 filed by Efficient 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 ended2025-12-31
    13F/A 26,635 shares
    Change vs previous 13F -2,309 shares

    0.33% of the 13F portfolio, value $5,648,449.

    13F-HR/A 0001765380-26-000006 filed by Efficient 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 ended2025-09-30
    13F 28,944 shares
    Change vs previous 13F -3,605 shares

    0.34% of the 13F portfolio, value $5,977,136.

    13F-HR 0001542164-25-000003 filed by Efficient 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 ended2025-06-30
    13F 32,549 shares
    Change vs previous 13F -2,021 shares

    0.38% of the 13F portfolio, value $6,360,644.

    13F-HR 0001765380-25-000308 filed by Efficient 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 ended2025-03-31
    13F/A 34,570 shares
    Change vs previous 13F -8,054 shares

    0.43% of the 13F portfolio, value $6,588,406.

    13F-HR/A 0001765380-25-000168 filed by Efficient 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 ended2024-12-31
    13F 42,624 shares
    Change vs previous 13F -5,166 shares

    0.52% of the 13F portfolio, value $8,135,985.

    13F-HR 0001765380-25-000059 filed by Efficient 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 ended2024-09-30
    13F 47,790 shares
    Change vs previous 13F -3,029 shares

    0.59% of the 13F portfolio, value $9,422,829.

    13F-HR 0001765380-24-000424 filed by Efficient 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 ended2024-06-30
    13F 50,819 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $9,249,536.

    13F-HR 0001765380-24-000272 filed by Efficient Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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