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Disclosery

Lighthouse Financial LLC: IVE position timeline

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

Lighthouse Financial LLC held 19,160 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,160 shares
    Change vs previous 13F -3,075 shares

    2.26% of the 13F portfolio, value $4,350,470.

    13F-HR 0002057556-26-000003 filed by Lighthouse Financial LLC
    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 22,235 shares
    Change vs previous 13F -2,350 shares

    2.83% of the 13F portfolio, value $4,694,920.

    13F-HR 0002057556-26-000002 filed by Lighthouse Financial LLC
    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 24,585 shares
    Change vs previous 13F -820 shares

    3.41% of the 13F portfolio, value $5,213,741.

    13F-HR 0002057556-26-000001 filed by Lighthouse Financial LLC
    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 25,405 shares
    Change vs previous 13F -5,774 shares

    3.46% of the 13F portfolio, value $5,246,387.

    13F-HR 0002057556-25-000004 filed by Lighthouse Financial LLC
    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 31,179 shares
    Change vs previous 13F -2,970 shares

    4.67% of the 13F portfolio, value $6,093,071.

    13F-HR 0002052321-25-000005 filed by Lighthouse Financial LLC
    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 34,149 shares
    Change vs previous 13F -500 shares

    5.62% of the 13F portfolio, value $6,508,185.

    13F-HR 0002057556-25-000002 filed by Lighthouse Financial LLC
    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 34,649 shares
    Change vs previous 13F not available

    5.37% of the 13F portfolio, value $6,613,870.

    13F-HR 0002057556-25-000001 filed by Lighthouse Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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