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Disclosery

Infinity Wealth Counsel, LLC: IVE position timeline

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

Infinity Wealth Counsel, LLC held 8,109 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,109 shares
    Change vs previous 13F 0 shares

    1.49% of the 13F portfolio, value $1,841,230.

    13F-HR 0001172661-26-002532 filed by Infinity Wealth Counsel, 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 8,109 shares
    Change vs previous 13F 0 shares

    1.57% of the 13F portfolio, value $1,712,215.

    13F-HR 0001172661-26-001412 filed by Infinity Wealth Counsel, 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 8,109 shares
    Change vs previous 13F -40 shares

    1.57% of the 13F portfolio, value $1,719,676.

    13F-HR 0001172661-26-000195 filed by Infinity Wealth Counsel, 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 8,149 shares
    Change vs previous 13F -250 shares

    1.63% of the 13F portfolio, value $1,682,850.

    13F-HR 0001172661-25-004179 filed by Infinity Wealth Counsel, 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 8,399 shares
    Change vs previous 13F 0 shares

    1.66% of the 13F portfolio, value $1,641,333.

    13F-HR 0001172661-25-002573 filed by Infinity Wealth Counsel, 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 8,399 shares
    Change vs previous 13F 0 shares

    1.73% of the 13F portfolio, value $1,600,681.

    13F-HR 0001172661-25-001719 filed by Infinity Wealth Counsel, 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 8,399 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $1,603,201.

    13F-HR 0001172661-25-001718 filed by Infinity Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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