Kovack Advisors, Inc.: IVE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kovack Advisors, Inc. on IVE, newest first. How the timeline and the estimate are built.
Kovack Advisors, Inc. held 8,626 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 8,626 sharesChange vs previous 13F +1,616 shares
0.09% of the 13F portfolio, value $1,962,819.
13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,010 sharesChange vs previous 13F -326 shares
0.08% of the 13F portfolio, value $1,482,387.
13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 7,336 sharesChange vs previous 13F +5,078 shares
0.07% of the 13F portfolio, value $1,555,783.
13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,258 sharesChange vs previous 13F -5 shares
0.04% of the 13F portfolio, value $466,206.
13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,263 sharesChange vs previous 13F +694 shares
0.04% of the 13F portfolio, value $442,285.
13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,569 sharesChange vs previous 13F -110 shares
0.03% of the 13F portfolio, value $298,993.
13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,679 sharesChange vs previous 13F -34 shares
0.03% of the 13F portfolio, value $320,448.
13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,713 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $337,682.
13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).