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Disclosery

JSF Financial, LLC: IVE position timeline

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

JSF Financial, LLC held 4,895 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,895 shares
    Change vs previous 13F -281 shares

    0.18% of the 13F portfolio, value $1,111,429.

    13F-HR 0001802224-26-000010 filed by JSF Financial, 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 5,176 shares
    Change vs previous 13F -674 shares

    0.21% of the 13F portfolio, value $1,092,902.

    13F-HR 0001802224-26-000006 filed by JSF Financial, 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 5,850 shares
    Change vs previous 13F -123 shares

    0.26% of the 13F portfolio, value $1,240,660.

    13F-HR 0001802224-26-000002 filed by JSF Financial, 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 5,973 shares
    Change vs previous 13F -463 shares

    0.27% of the 13F portfolio, value $1,233,382.

    13F-HR 0001802224-25-000012 filed by JSF Financial, 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 6,436 shares
    Change vs previous 13F -448 shares

    0.3% of the 13F portfolio, value $1,257,818.

    13F-HR 0001802224-25-000010 filed by JSF Financial, 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 6,884 shares
    Change vs previous 13F -101,342 shares

    0.35% of the 13F portfolio, value $1,312,042.

    13F-HR 0001802224-25-000005 filed by JSF Financial, 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 108,226 shares
    Change vs previous 13F +2,443 shares

    5.52% of the 13F portfolio, value $20,658,089.

    13F-HR 0001802224-25-000003 filed by JSF Financial, 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 105,783 shares
    Change vs previous 13F not available

    6.09% of the 13F portfolio, value $20,857,183.

    13F-HR 0001802224-24-000014 filed by JSF Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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