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KFA Private Wealth Group, LLC: IVE position timeline

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

KFA Private Wealth Group, LLC held 3,439 IVE shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,439 shares
    Change vs previous 13F -145 shares

    0.18% of the 13F portfolio, value $785,265.

    13F-HR 0001172661-26-004425 filed by KFA Private Wealth Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,584 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $813,870.

    13F-HR 0001172661-26-002837 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).