Kraft, Davis & Associates, LLC: IVE position timeline

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

Kraft, Davis & Associates, LLC held 906 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

period ended2026-06-30
13F 906 shares
Change vs previous 13F 0 shares
0.04% of the 13F portfolio, value $207,383.
13F-HR 0001919438-26-000009 filed by Kraft, Davis & Associates, LLC
Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 906 shares
Change vs previous 13F +906 shares
0.04% of the 13F portfolio, value $202,463.
13F-HR 0001919438-26-000005 filed by Kraft, Davis & Associates, LLC
Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 0 shares
Change vs previous 13F -2,343 shares
13F-HR 0001085146-25-001214 filed by Kraft, Davis & Associates, LLC
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 2,343 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $457,471.
13F-HR 0001085146-24-005450 filed by Kraft, Davis & Associates, LLC
Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).