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Disclosery

Graypoint LLC: IVE position timeline

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

Graypoint LLC held 97,030 IVE shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 97,030 shares
    Change vs previous 13F +426 shares

    1.07% of the 13F portfolio, value $18,961,575.

    13F-HR 0000950123-25-006388 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 96,604 shares
    Change vs previous 13F -1,566 shares

    1.15% of the 13F portfolio, value $18,410,836.

    13F-HR 0000950123-25-003985 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 98,170 shares
    Change vs previous 13F +11,760 shares

    1.13% of the 13F portfolio, value $18,738,608.

    13F-HR 0000950123-25-000207 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 86,410 shares
    Change vs previous 13F +23,501 shares

    1.09% of the 13F portfolio, value $17,037,470.

    13F-HR 0000950123-24-010105 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 62,909 shares
    Change vs previous 13F +3,794 shares

    0.79% of the 13F portfolio, value $11,450,068.

    13F-HR 0000950123-24-006953 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 59,115 shares
    Change vs previous 13F +8,252 shares

    0.8% of the 13F portfolio, value $11,043,273.

    13F-HR 0000950123-24-003715 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 50,863 shares
    Change vs previous 13F +2,235 shares

    0.71% of the 13F portfolio, value $8,844,643.

    13F-HR 0000950123-24-000428 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 48,628 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $7,480,941.

    13F-HR 0000950123-23-009032 filed by Graypoint LLC
    Filed (acceptance time not in the bulk data set), ingested

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