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KENNEDY INVESTMENT GROUP, INC.: IVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KENNEDY INVESTMENT GROUP, INC. on IVE, newest first. How the timeline and the estimate are built.

KENNEDY INVESTMENT GROUP, INC. held 4,277 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,277 shares
    Change vs previous 13F -325 shares

    0.33% of the 13F portfolio, value $971,173.

    13F-HR 0001951757-26-001080 filed by KENNEDY INVESTMENT GROUP, INC.
    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 4,602 shares
    Change vs previous 13F -619 shares

    0.38% of the 13F portfolio, value $971,722.

    13F-HR 0001951757-26-000690 filed by KENNEDY INVESTMENT GROUP, INC.
    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 5,221 shares
    Change vs previous 13F -1,276 shares

    0.42% of the 13F portfolio, value $1,107,295.

    13F-HR 0001951757-26-000381 filed by KENNEDY INVESTMENT GROUP, INC.
    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 6,497 shares
    Change vs previous 13F -532 shares

    0.53% of the 13F portfolio, value $1,341,709.

    13F-HR 0001951757-25-001200 filed by KENNEDY INVESTMENT GROUP, INC.
    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 7,029 shares
    Change vs previous 13F +336 shares

    0.58% of the 13F portfolio, value $1,373,542.

    13F-HR 0001951757-25-000862 filed by KENNEDY INVESTMENT GROUP, INC.
    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 6,693 shares
    Change vs previous 13F -381 shares

    0.59% of the 13F portfolio, value $1,275,516.

    13F-HR 0001951757-25-000414 filed by KENNEDY INVESTMENT GROUP, INC.
    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 7,074 shares
    Change vs previous 13F -184 shares

    0.61% of the 13F portfolio, value $1,350,293.

    13F-HR 0001951757-25-000100 filed by KENNEDY INVESTMENT GROUP, INC.
    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 7,258 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,431,096.

    13F-HR 0001951757-24-001088 filed by KENNEDY INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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