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Hoxton Planning & Management, LLC: IVE position timeline

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

Hoxton Planning & Management, LLC held 28,564 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,564 shares
    Change vs previous 13F -3,249 shares

    1.69% of the 13F portfolio, value $6,485,698.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & 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 31,813 shares
    Change vs previous 13F -1,506 shares

    2.02% of the 13F portfolio, value $6,717,370.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & 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 33,319 shares
    Change vs previous 13F +8,575 shares

    2.11% of the 13F portfolio, value $7,066,026.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & 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 24,744 shares
    Change vs previous 13F -2,274 shares

    1.64% of the 13F portfolio, value $5,109,960.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & 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 27,018 shares
    Change vs previous 13F +2,941 shares

    1.82% of the 13F portfolio, value $5,279,950.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & 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 24,077 shares
    Change vs previous 13F +7,618 shares

    1.75% of the 13F portfolio, value $4,588,513.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & 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 16,459 shares
    Change vs previous 13F -363 shares

    1.2% of the 13F portfolio, value $3,141,671.

    13F-HR 0001954782-25-000008 filed by Hoxton Planning & 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 16,822 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $3,316,794.

    13F-HR 0001954782-24-000005 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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