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Disclosery

Gemmer Asset Management LLC: IVE position timeline

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

Gemmer Asset Management LLC held 17,231 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,231 shares
    Change vs previous 13F -94 shares

    0.26% of the 13F portfolio, value $3,912,508.

    13F-HR 0001420506-26-001235 filed by Gemmer 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 17,325 shares
    Change vs previous 13F -757 shares

    0.29% of the 13F portfolio, value $3,658,275.

    13F-HR 0001420506-26-000710 filed by Gemmer 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 18,082 shares
    Change vs previous 13F +1,812 shares

    0.3% of the 13F portfolio, value $3,834,700.

    13F-HR 0001420506-26-000092 filed by Gemmer 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 16,270 shares
    Change vs previous 13F +5,517 shares

    0.27% of the 13F portfolio, value $3,359,932.

    13F-HR 0001420506-25-002854 filed by Gemmer 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 10,753 shares
    Change vs previous 13F -340 shares

    0.19% of the 13F portfolio, value $2,101,421.

    13F-HR 0001420506-25-001564 filed by Gemmer 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 11,093 shares
    Change vs previous 13F +787 shares

    0.21% of the 13F portfolio, value $2,114,138.

    13F-HR 0001420506-25-000759 filed by Gemmer 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 10,306 shares
    Change vs previous 13F +937 shares

    0.19% of the 13F portfolio, value $1,967,226.

    13F-HR 0001420506-25-000032 filed by Gemmer 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 9,369 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,847,239.

    13F-HR 0001420506-24-002178 filed by Gemmer Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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