Skip to content
Disclosery

INSTRUMENTAL WEALTH, LLC: IVE position timeline

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

INSTRUMENTAL WEALTH, LLC held 75,196 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 75,196 shares
    Change vs previous 13F +3,658 shares

    8.64% of the 13F portfolio, value $17,073,997.

    13F-HR 0001976010-26-000008 filed by INSTRUMENTAL WEALTH, 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 71,538 shares
    Change vs previous 13F +1,261 shares

    9.29% of the 13F portfolio, value $15,105,230.

    13F-HR 0001976010-26-000004 filed by INSTRUMENTAL WEALTH, 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 70,277 shares
    Change vs previous 13F +3,990 shares

    9.35% of the 13F portfolio, value $15,597,238.

    13F-HR 0001976010-26-000002 filed by INSTRUMENTAL WEALTH, 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 66,287 shares
    Change vs previous 13F +3,537 shares

    9.69% of the 13F portfolio, value $13,809,566.

    13F-HR 0001976010-25-000009 filed by INSTRUMENTAL WEALTH, 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 62,750 shares
    Change vs previous 13F +1,377 shares

    9.77% of the 13F portfolio, value $12,291,473.

    13F-HR 0001976010-25-000005 filed by INSTRUMENTAL WEALTH, 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 61,373 shares
    Change vs previous 13F +2,024 shares

    10.11% of the 13F portfolio, value $11,160,131.

    13F-HR 0001976010-25-000003 filed by INSTRUMENTAL WEALTH, 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 59,349 shares
    Change vs previous 13F +5,321 shares

    11.03% of the 13F portfolio, value $11,655,510.

    13F-HR 0001976010-25-000001 filed by INSTRUMENTAL WEALTH, 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 54,028 shares
    Change vs previous 13F not available

    10.52% of the 13F portfolio, value $10,794,237.

    13F-HR 0001976010-24-000011 filed by INSTRUMENTAL WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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