Skip to content
Disclosery

IFG Advisory, LLC: IVE position timeline

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

IFG Advisory, LLC held 47,861 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,861 shares
    Change vs previous 13F +47,861 shares

    0.38% of the 13F portfolio, value $10,867,416.

    13F-HR 0001728319-26-000006 filed by IFG Advisory, 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 0 shares
    Change vs previous 13F -39,687 shares

    13F-HR 0001728319-26-000005 filed by IFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 39,687 shares
    Change vs previous 13F +1,233 shares

    0.37% of the 13F portfolio, value $8,416,364.

    13F-HR 0001728319-26-000001 filed by IFG Advisory, 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 38,454 shares
    Change vs previous 13F +18,087 shares

    0.36% of the 13F portfolio, value $7,941,234.

    13F-HR 0001728319-25-000006 filed by IFG Advisory, 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 20,367 shares
    Change vs previous 13F +6,977 shares

    0.2% of the 13F portfolio, value $3,980,149.

    13F-HR 0001728319-25-000004 filed by IFG Advisory, 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 13,390 shares
    Change vs previous 13F +4,145 shares

    0.14% of the 13F portfolio, value $2,551,826.

    13F-HR 0001728319-25-000002 filed by IFG Advisory, 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 9,245 shares
    Change vs previous 13F +9,245 shares

    0.1% of the 13F portfolio, value $1,764,664.

    13F-HR 0002047201-25-000002 filed by IFG Advisory, 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001728319-24-000010 filed by IFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.