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Disclosery

Helium Advisors LLC: IVE position timeline

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

Helium Advisors LLC held 3,410 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,410 shares
    Change vs previous 13F +6 shares

    0.64% of the 13F portfolio, value $774,301.

    13F-HR 0002056653-26-000004 filed by Helium 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 3,404 shares
    Change vs previous 13F -76 shares

    0.69% of the 13F portfolio, value $718,800.

    13F-HR 0002056653-26-000003 filed by Helium 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 3,480 shares
    Change vs previous 13F -1,445 shares

    0.75% of the 13F portfolio, value $737,911.

    13F-HR 0002056653-26-000001 filed by Helium 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 4,925 shares
    Change vs previous 13F -68 shares

    0.85% of the 13F portfolio, value $1,017,108.

    13F-HR 0002056653-25-000005 filed by Helium 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 4,993 shares
    Change vs previous 13F +9 shares

    0.62% of the 13F portfolio, value $975,700.

    13F-HR 0002056653-25-000002 filed by Helium 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 4,984 shares
    Change vs previous 13F -24 shares

    0.69% of the 13F portfolio, value $949,876.

    13F-HR 0001510940-25-000001 filed by Helium 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 5,008 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $955,927.

    13F-HR 0002056653-25-000001 filed by Helium Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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