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Disclosery

Fiduciary Alliance LLC: IVE position timeline

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

Fiduciary Alliance LLC held 6,944 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,944 shares
    Change vs previous 13F +177 shares

    0.11% of the 13F portfolio, value $1,576,641.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 6,767 shares
    Change vs previous 13F +719 shares

    0.09% of the 13F portfolio, value $1,475,265.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 6,048 shares
    Change vs previous 13F +99 shares

    0.08% of the 13F portfolio, value $1,282,599.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 5,949 shares
    Change vs previous 13F -419 shares

    0.08% of the 13F portfolio, value $1,228,608.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 6,368 shares
    Change vs previous 13F +1,396 shares

    0.09% of the 13F portfolio, value $1,244,464.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 4,972 shares
    Change vs previous 13F +15 shares

    0.09% of the 13F portfolio, value $947,593.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 4,957 shares
    Change vs previous 13F +28 shares

    0.1% of the 13F portfolio, value $946,145.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance 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 4,929 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $971,936.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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