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Disclosery

Lindbrook Capital, LLC: IVE position timeline

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

Lindbrook Capital, LLC held 5,272 IVE shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 5,272 shares
    Change vs previous 13F -44 shares

    0.09% of the 13F portfolio, value $1,004,738.

    13F-HR 0001767045-25-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 5,316 shares
    Change vs previous 13F -91 shares

    0.09% of the 13F portfolio, value $1,014,718.

    13F-HR 0001767045-25-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 5,407 shares
    Change vs previous 13F +135 shares

    0.09% of the 13F portfolio, value $1,066,098.

    13F-HR 0001767045-24-000006 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 5,272 shares
    Change vs previous 13F -750 shares

    0.09% of the 13F portfolio, value $959,557.

    13F-HR 0001767045-24-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 6,022 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,124,970.

    13F-HR 0001767045-24-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 6,022 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,047,166.

    13F-HR 0001767045-24-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 6,022 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $926,424.

    13F-HR 0001767045-23-000004 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 6,022 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $970,686.

    13F-HR 0001767045-23-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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