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Kades & Cheifetz LLC: ICVT position timeline

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

Kades & Cheifetz LLC held 63,096 ICVT shares at 2024-12-31 per its 13F-HR filed 2025-01-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 63,096 shares
    Change vs previous 13F -1,601 shares

    2.74% of the 13F portfolio, value $5,361,253.

    13F-HR 0001941040-25-000012 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 64,697 shares
    Change vs previous 13F +2,328 shares

    3.1% of the 13F portfolio, value $5,413,214.

    13F-HR 0001941040-24-000413 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 62,369 shares
    Change vs previous 13F +1,016 shares

    3.08% of the 13F portfolio, value $4,904,054.

    13F-HR 0001941040-24-000365 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 61,353 shares
    Change vs previous 13F +1,014 shares

    3.14% of the 13F portfolio, value $4,897,846.

    13F-HR 0001941040-24-000236 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 60,339 shares
    Change vs previous 13F -6,547 shares

    3.36% of the 13F portfolio, value $4,742,036.

    13F-HR 0001941040-24-000053 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 66,886 shares
    Change vs previous 13F +898 shares

    3.93% of the 13F portfolio, value $4,963,591.

    13F-HR 0001941040-23-000319 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 65,988 shares
    Change vs previous 13F +145 shares

    3.86% of the 13F portfolio, value $5,038,828.

    13F-HR 0001957259-23-000003 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 65,843 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $4,781,551.

    13F-HR 0001957259-23-000002 filed by Kades & Cheifetz LLC
    Filed (acceptance time not in the bulk data set), ingested

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