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FFG RETIREMENT ADVISORS LLC: IVE position timeline

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

FFG RETIREMENT ADVISORS LLC held 28,331 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,331 shares
    Change vs previous 13F -7,902 shares

    3.41% of the 13F portfolio, value $6,432,906.

    13F-HR 0001951757-26-000985 filed by FFG RETIREMENT 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 ended2026-03-31
    13F 36,233 shares
    Change vs previous 13F +14,882 shares

    4.45% of the 13F portfolio, value $7,650,579.

    13F-HR 0001951757-26-000611 filed by FFG RETIREMENT 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 ended2025-12-31
    13F 21,351 shares
    Change vs previous 13F +149 shares

    2.81% of the 13F portfolio, value $4,527,907.

    13F-HR 0001951757-26-000046 filed by FFG RETIREMENT 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 ended2025-09-30
    13F 21,202 shares
    Change vs previous 13F +251 shares

    2.72% of the 13F portfolio, value $4,378,425.

    13F-HR 0001951757-25-001175 filed by FFG RETIREMENT 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 ended2025-06-30
    13F 20,951 shares
    Change vs previous 13F +6,096 shares

    2.57% of the 13F portfolio, value $4,094,244.

    13F-HR 0001951757-25-000899 filed by FFG RETIREMENT 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 ended2025-03-31
    13F 14,855 shares
    Change vs previous 13F +1,095 shares

    1.93% of the 13F portfolio, value $2,831,066.

    13F-HR 0001951757-25-000343 filed by FFG RETIREMENT 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 ended2024-12-31
    13F 13,760 shares
    Change vs previous 13F +346 shares

    1.72% of the 13F portfolio, value $2,626,509.

    13F-HR 0001951757-25-000092 filed by FFG RETIREMENT 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 ended2024-09-30
    13F 13,414 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $2,644,838.

    13F-HR 0001951757-24-001103 filed by FFG RETIREMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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