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Disclosery

High Point Wealth Management, LLC: IVE position timeline

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

High Point Wealth Management, LLC held 10,047 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,047 shares
    Change vs previous 13F +332 shares

    1.87% of the 13F portfolio, value $2,281,162.

    13F-HR 0002106882-26-000003 filed by High Point 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 9,715 shares
    Change vs previous 13F -134 shares

    1.98% of the 13F portfolio, value $2,051,314.

    13F-HR 0002106882-26-000002 filed by High Point 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 9,849 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $2,088,669.

    13F-HR 0002106882-26-000001 filed by High Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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