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Gallagher Capital Advisors, LLC: IVE position timeline

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

Gallagher Capital Advisors, LLC held 4,829 IVE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,829 shares
    Change vs previous 13F +19 shares

    0.59% of the 13F portfolio, value $1,102,407.

    13F-HR 0002085853-26-001131 filed by Gallagher Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,810 shares
    Change vs previous 13F -153,805 shares

    0.62% of the 13F portfolio, value $1,092,127.

    13F-HR 0002085853-26-000931 filed by Gallagher Capital 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 ended2026-03-31
    13F 158,615 shares
    Change vs previous 13F +153,842 shares

    12.41% of the 13F portfolio, value $18,410,615.

    13F-HR 0002085853-26-000566 filed by Gallagher Capital 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 ended2025-12-31
    13F 4,773 shares
    Change vs previous 13F +22 shares

    0.65% of the 13F portfolio, value $1,012,204.

    13F-HR 0002085853-26-000260 filed by Gallagher Capital 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 ended2025-09-30
    13F 4,751 shares
    Change vs previous 13F +20 shares

    0.57% of the 13F portfolio, value $988,043.

    13F-HR 0002085853-25-000234 filed by Gallagher Capital 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 ended2025-06-30
    13F 4,731 shares
    Change vs previous 13F +1 shares

    0.76% of the 13F portfolio, value $945,097.

    13F-HR 0001667731-25-001018 filed by Gallagher Capital 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 ended2025-03-31
    13F 4,730 shares
    Change vs previous 13F +1 shares

    0.69% of the 13F portfolio, value $901,411.

    13F-HR 0001667731-25-000488 filed by Gallagher Capital 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 ended2024-12-31
    13F 4,729 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $902,683.

    13F-HR 0001667731-25-000221 filed by Gallagher Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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