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Disclosery

HB Wealth Management, LLC: IVE position timeline

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

HB Wealth Management, LLC held 39,372 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,372 shares
    Change vs previous 13F -6,434 shares

    0.05% of the 13F portfolio, value $8,939,832.

    13F-HR 0001172661-26-002920 filed by HB Wealth 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 45,806 shares
    Change vs previous 13F -3,649 shares

    0.06% of the 13F portfolio, value $9,672,110.

    13F-HR 0001172661-26-001543 filed by HB Wealth 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 49,455 shares
    Change vs previous 13F +271 shares

    0.07% of the 13F portfolio, value $10,488,012.

    13F-HR 0001172661-26-000353 filed by HB Wealth 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 49,184 shares
    Change vs previous 13F -137 shares

    0.07% of the 13F portfolio, value $10,157,033.

    13F-HR 0001172661-25-004398 filed by HB Wealth 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 49,321 shares
    Change vs previous 13F -3,168 shares

    0.08% of the 13F portfolio, value $9,638,011.

    13F-HR 0001172661-25-002644 filed by HB Wealth 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 52,489 shares
    Change vs previous 13F +5,201 shares

    0.08% of the 13F portfolio, value $10,003,480.

    13F-HR 0001172661-25-001594 filed by HB Wealth 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 47,288 shares
    Change vs previous 13F -687 shares

    0.09% of the 13F portfolio, value $9,026,227.

    13F-HR 0001172661-25-000193 filed by HB Wealth 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 47,975 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,459,417.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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