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Endurance Wealth Management, Inc.: IVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Endurance Wealth Management, Inc. on IVE, newest first. How the timeline and the estimate are built.

Endurance Wealth Management, Inc. held 9,697 IVE shares at 2023-06-30 per its 13F-HR filed 2023-08-09.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 9,697 shares
    Change vs previous 13F +49 shares

    0.21% of the 13F portfolio, value $1,563,000.

    13F-HR 0000950123-23-007014 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-03-31
    13F 9,648 shares
    Change vs previous 13F +20 shares

    0.21% of the 13F portfolio, value $1,465,000.

    13F-HR 0000950123-23-003571 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-12-31
    13F 9,628 shares
    Change vs previous 13F +47 shares

    0.21% of the 13F portfolio, value $1,397,000.

    13F-HR 0000950123-23-000616 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-09-30
    13F 9,581 shares
    Change vs previous 13F -90 shares

    0.2% of the 13F portfolio, value $1,231,000.

    13F-HR 0000950123-22-010374 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-06-30
    13F 9,671 shares
    Change vs previous 13F +43 shares

    0.2% of the 13F portfolio, value $1,330,000.

    13F-HR 0000950123-22-007284 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-03-31
    13F 9,628 shares
    Change vs previous 13F -190 shares

    0.19% of the 13F portfolio, value $1,500,000.

    13F-HR 0000950123-22-004138 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-12-31
    13F 9,818 shares
    Change vs previous 13F +188 shares

    0.17% of the 13F portfolio, value $1,538,000.

    13F-HR 0000950123-22-000327 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-09-30
    13F 9,630 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,400,000.

    13F-HR 0000950123-21-013646 filed by Endurance Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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