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Disclosery

FINANCIAL LIFE ADVISORS: IVE position timeline

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

FINANCIAL LIFE ADVISORS held 162,970 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,970 shares
    Change vs previous 13F -3,992 shares

    10.52% of the 13F portfolio, value $37,003,872.

    13F-HR 0001730813-26-000004 filed by FINANCIAL LIFE ADVISORS
    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 166,962 shares
    Change vs previous 13F +771 shares

    10.98% of the 13F portfolio, value $35,254,101.

    13F-HR 0001730813-26-000003 filed by FINANCIAL LIFE ADVISORS
    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 166,191 shares
    Change vs previous 13F -6,859 shares

    10.87% of the 13F portfolio, value $35,244,035.

    13F-HR 0001730813-26-000002 filed by FINANCIAL LIFE ADVISORS
    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 173,050 shares
    Change vs previous 13F +4,300 shares

    11.48% of the 13F portfolio, value $35,736,527.

    13F-HR 0001730813-25-000006 filed by FINANCIAL LIFE ADVISORS
    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 168,750 shares
    Change vs previous 13F +7,140 shares

    11.28% of the 13F portfolio, value $32,977,216.

    13F-HR 0001730813-25-000005 filed by FINANCIAL LIFE ADVISORS
    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 161,610 shares
    Change vs previous 13F +4,070 shares

    11.48% of the 13F portfolio, value $30,799,559.

    13F-HR 0001730813-25-000004 filed by FINANCIAL LIFE ADVISORS
    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 157,540 shares
    Change vs previous 13F +1,583 shares

    11.3% of the 13F portfolio, value $30,071,190.

    13F-HR 0001730813-25-000002 filed by FINANCIAL LIFE ADVISORS
    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 155,957 shares
    Change vs previous 13F not available

    11.62% of the 13F portfolio, value $30,750,128.

    13F-HR 0001730813-24-000007 filed by FINANCIAL LIFE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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