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Farther Finance Advisors, LLC: IVE position timeline

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

Farther Finance Advisors, LLC held 144,325 IVE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 144,325 shares
    Change vs previous 13F -1,583 shares

    0.23% of the 13F portfolio, value $32,946,423.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 145,908 shares
    Change vs previous 13F -12,139 shares

    0.26% of the 13F portfolio, value $33,129,841.

    13F-HR 0001992825-26-000004 filed by Farther Finance 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 ended2026-03-31
    13F 158,047 shares
    Change vs previous 13F -19,094 shares

    0.32% of the 13F portfolio, value $33,425,457.

    13F-HR 0001992825-26-000003 filed by Farther Finance 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 ended2025-12-31
    13F 177,141 shares
    Change vs previous 13F +64,564 shares

    0.4% of the 13F portfolio, value $37,566,296.

    13F-HR 0001992825-26-000001 filed by Farther Finance 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 ended2025-09-30
    13F 112,577 shares
    Change vs previous 13F +19,463 shares

    0.35% of the 13F portfolio, value $23,248,181.

    13F-HR 0001992825-25-000010 filed by Farther Finance 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 ended2025-06-30
    13F 93,114 shares
    Change vs previous 13F -34,060 shares

    0.36% of the 13F portfolio, value $18,196,423.

    13F-HR 0001992825-25-000006 filed by Farther Finance 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 ended2025-03-31
    13F 127,174 shares
    Change vs previous 13F +39,012 shares

    0.62% of the 13F portfolio, value $24,205,051.

    13F-HR 0001992825-25-000004 filed by Farther Finance 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 ended2024-12-31
    13F 88,162 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $16,828,342.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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