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FORTE ASSET MANAGEMENT LLC: IVE position timeline

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

FORTE ASSET MANAGEMENT LLC held 28,622 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,622 shares
    Change vs previous 13F +77 shares

    2.66% of the 13F portfolio, value $6,498,825.

    13F-HR 0001927129-26-000003 filed by FORTE ASSET MANAGEMENT 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 28,545 shares
    Change vs previous 13F -515 shares

    2.65% of the 13F portfolio, value $6,027,376.

    13F-HR 0001927129-26-000002 filed by FORTE ASSET MANAGEMENT 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 29,060 shares
    Change vs previous 13F -395 shares

    2.8% of the 13F portfolio, value $6,162,825.

    13F-HR 0001927129-26-000001 filed by FORTE ASSET MANAGEMENT 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 29,455 shares
    Change vs previous 13F +4,993 shares

    2.93% of the 13F portfolio, value $6,082,784.

    13F-HR 0001927129-25-000005 filed by FORTE ASSET MANAGEMENT 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 24,462 shares
    Change vs previous 13F -32,044 shares

    2.44% of the 13F portfolio, value $4,780,364.

    13F-HR 0001927129-25-000004 filed by FORTE ASSET MANAGEMENT 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 56,506 shares
    Change vs previous 13F +7,770 shares

    5.42% of the 13F portfolio, value $10,768,970.

    13F-HR 0001927129-25-000002 filed by FORTE ASSET MANAGEMENT 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 48,736 shares
    Change vs previous 13F -118 shares

    4.94% of the 13F portfolio, value $9,302,735.

    13F-HR 0001927129-25-000001 filed by FORTE ASSET MANAGEMENT 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 48,854 shares
    Change vs previous 13F not available

    5.14% of the 13F portfolio, value $9,632,483.

    13F-HR 0001927129-24-000005 filed by FORTE ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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