Skip to content
Disclosery

L.K. Benson & Company, P.C.: IVAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.K. Benson & Company, P.C. on IVAL, newest first. How the timeline and the estimate are built.

L.K. Benson & Company, P.C. held 28,262 IVAL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,262 shares
    Change vs previous 13F -1,765 shares

    0.29% of the 13F portfolio, value $962,833.

    13F-HR 0002055235-26-000004 filed by L.K. Benson & Company, P.C.
    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 30,027 shares
    Change vs previous 13F +2,131 shares

    0.34% of the 13F portfolio, value $1,019,723.

    13F-HR 0002055235-26-000002 filed by L.K. Benson & Company, P.C.
    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 27,896 shares
    Change vs previous 13F +9,948 shares

    0.44% of the 13F portfolio, value $877,558.

    13F-HR 0002055235-26-000001 filed by L.K. Benson & Company, P.C.
    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 17,948 shares
    Change vs previous 13F +1,901 shares

    0.29% of the 13F portfolio, value $541,444.

    13F-HR 0002055235-25-000002 filed by L.K. Benson & Company, P.C.
    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 16,047 shares
    Change vs previous 13F +3,961 shares

    0.27% of the 13F portfolio, value $447,414.

    13F-HR 0001085146-25-004077 filed by L.K. Benson & Company, P.C.
    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 12,086 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $308,675.

    13F-HR 0001085146-25-002346 filed by L.K. Benson & Company, P.C.
    Filed (acceptance time not in the bulk data set), ingested

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