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Disclosery

FCG ADVISORS, LLC: IVE position timeline

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

FCG ADVISORS, LLC held 223,132 IVE shares at 2020-09-30 per its 13F-HR filed 2020-11-13.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 223,132 shares
    Change vs previous 13F +7,187 shares

    5.9% of the 13F portfolio, value $25,091,000.

    13F-HR 0000930413-20-002522 filed by FCG 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 ended2020-06-30
    13F 215,945 shares
    Change vs previous 13F +537 shares

    6.1% of the 13F portfolio, value $23,367,000.

    13F-HR 0000930413-20-001848 filed by FCG 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 ended2020-03-31
    13F 215,408 shares
    Change vs previous 13F +35,179 shares

    5.91% of the 13F portfolio, value $20,733,000.

    13F-HR 0000930413-20-001428 filed by FCG 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 ended2019-12-31
    13F 180,229 shares
    Change vs previous 13F +6,948 shares

    6.72% of the 13F portfolio, value $23,446,000.

    13F-HR 0000930413-20-000169 filed by FCG 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 ended2019-09-30
    13F 173,281 shares
    Change vs previous 13F +7,708 shares

    6.29% of the 13F portfolio, value $20,645,000.

    13F-HR 0000930413-19-002803 filed by FCG 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 ended2019-06-30
    13F 165,573 shares
    Change vs previous 13F +585 shares

    6.09% of the 13F portfolio, value $19,301,000.

    13F-HR 0000930413-19-002263 filed by FCG 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 ended2019-03-31
    13F 164,988 shares
    Change vs previous 13F +6,544 shares

    6.16% of the 13F portfolio, value $18,601,000.

    13F-HR 0000930413-19-001630 filed by FCG 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 ended2018-12-31
    13F 158,444 shares
    Change vs previous 13F not available

    6.11% of the 13F portfolio, value $16,025,000.

    13F-HR 0000930413-19-000521 filed by FCG ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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