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Glen Eagle Advisors, LLC: IVE position timeline

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

Glen Eagle Advisors, LLC held 18,974 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,974 shares
    Change vs previous 13F -306 shares

    0.54% of the 13F portfolio, value $4,308,343.

    13F-HR 0002029317-26-000004 filed by Glen Eagle Advisors, 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 19,280 shares
    Change vs previous 13F -884 shares

    0.57% of the 13F portfolio, value $4,070,930.

    13F-HR 0002029317-26-000003 filed by Glen Eagle 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 ended2025-12-31
    13F 20,164 shares
    Change vs previous 13F -879 shares

    0.58% of the 13F portfolio, value $4,276,087.

    13F-HR 0002029317-26-000001 filed by Glen Eagle 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 ended2025-09-30
    13F 21,043 shares
    Change vs previous 13F +1,010 shares

    0.6% of the 13F portfolio, value $4,345,540.

    13F-HR 0002029317-25-000008 filed by Glen Eagle 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 ended2025-06-30
    13F 20,033 shares
    Change vs previous 13F -2,065 shares

    0.6% of the 13F portfolio, value $3,914,757.

    13F-HR 0002029317-25-000004 filed by Glen Eagle 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 ended2025-03-31
    13F 22,098 shares
    Change vs previous 13F -526 shares

    0.7% of the 13F portfolio, value $4,211,407.

    13F-HR 0002029317-25-000003 filed by Glen Eagle 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 ended2024-12-31
    13F 22,624 shares
    Change vs previous 13F -324 shares

    0.72% of the 13F portfolio, value $4,318,494.

    13F-HR 0002029317-25-000001 filed by Glen Eagle 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 ended2024-09-30
    13F 22,948 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $4,524,722.

    13F-HR 0002029317-24-000036 filed by Glen Eagle Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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