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Disclosery

Finley Financial, LLC: IVE position timeline

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

Finley Financial, LLC held 8,635 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,635 shares
    Change vs previous 13F -200 shares

    0.79% of the 13F portfolio, value $1,960,663.

    13F-HR 0002047823-26-000003 filed by Finley Financial, 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 8,835 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $1,865,510.

    13F-HR 0002047823-26-000002 filed by Finley Financial, 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 8,835 shares
    Change vs previous 13F -250 shares

    0.86% of the 13F portfolio, value $1,873,638.

    13F-HR 0002047823-26-000001 filed by Finley Financial, 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 9,085 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $1,876,143.

    13F-HR 0002047823-25-000006 filed by Finley Financial, 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 9,085 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $1,775,391.

    13F-HR 0002047823-25-000005 filed by Finley Financial, 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 9,085 shares
    Change vs previous 13F -170 shares

    0.93% of the 13F portfolio, value $1,665,462.

    13F-HR 0002047823-25-000002 filed by Finley Financial, 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 9,255 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,783,439.

    13F-HR 0002047823-25-000001 filed by Finley Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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