Goelzer Investment Management, Inc.: IVE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goelzer Investment Management, Inc. on IVE, newest first. How the timeline and the estimate are built.
Goelzer Investment Management, Inc. held 3,454 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 3,454 sharesChange vs previous 13F +405 shares
0.03% of the 13F portfolio, value $784,266.
13F-HR 0001550057-26-000003 filed by Goelzer Investment Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,049 sharesChange vs previous 13F +1,487 shares
0.03% of the 13F portfolio, value $643,797.
13F-HR 0001550057-26-000002 filed by Goelzer Investment Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,562 sharesChange vs previous 13F +443 shares
0.02% of the 13F portfolio, value $331,254.
13F-HR 0001550057-26-000001 filed by Goelzer Investment Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,119 sharesChange vs previous 13F -2,328 shares
0.01% of the 13F portfolio, value $231,085.
13F-HR 0001085146-25-005926 filed by Goelzer Investment Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,447 sharesChange vs previous 13F +564 shares
0.04% of the 13F portfolio, value $673,613.
13F-HR 0001085146-25-003611 filed by Goelzer Investment Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 2,883 sharesChange vs previous 13F +983 shares
0.03% of the 13F portfolio, value $549,443.
13F-HR/A 0001085146-25-002400 filed by Goelzer Investment Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,900 sharesChange vs previous 13F +1,900 shares
0.02% of the 13F portfolio, value $362,672.
13F-HR 0001085146-25-000355 filed by Goelzer Investment Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001085146-24-004632 filed by Goelzer Investment Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.