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Horst & Graben Wealth Management LLC: IVE position timeline

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

Horst & Graben Wealth Management LLC held 131,689 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,689 shares
    Change vs previous 13F -23,451 shares

    3.95% of the 13F portfolio, value $30,003,397.

    13F-HR 0001754960-26-000604 filed by Horst & Graben 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 155,140 shares
    Change vs previous 13F +5,057 shares

    4.68% of the 13F portfolio, value $34,140,004.

    13F-HR 0001754960-26-000341 filed by Horst & Graben 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 150,083 shares
    Change vs previous 13F +44,089 shares

    4.81% of the 13F portfolio, value $31,853,029.

    13F-HR 0001754960-26-000124 filed by Horst & Graben 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 105,994 shares
    Change vs previous 13F +4,368 shares

    3.34% of the 13F portfolio, value $21,888,805.

    13F-HR 0001754960-25-000676 filed by Horst & Graben 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 101,626 shares
    Change vs previous 13F +7,050 shares

    3.29% of the 13F portfolio, value $19,859,778.

    13F-HR 0001754960-25-000489 filed by Horst & Graben 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 94,576 shares
    Change vs previous 13F +23,968 shares

    3.23% of the 13F portfolio, value $18,024,358.

    13F-HR 0001754960-25-000263 filed by Horst & Graben 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 70,608 shares
    Change vs previous 13F +1,191 shares

    2.4% of the 13F portfolio, value $13,477,583.

    13F-HR 0001754960-25-000069 filed by Horst & Graben 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 69,417 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $13,686,982.

    13F-HR 0001754960-24-000525 filed by Horst & Graben Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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