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Disclosery

Lloyd Advisory Services, LLC.: IVE position timeline

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

Lloyd Advisory Services, LLC. held 6,370 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,370 shares
    Change vs previous 13F +4,000 shares

    0.56% of the 13F portfolio, value $1,446,466.

    13F-HR 0001802474-26-000003 filed by Lloyd Advisory Services, 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 2,370 shares
    Change vs previous 13F -2,788 shares

    0.14% of the 13F portfolio, value $500,442.

    13F-HR 0001802474-26-000002 filed by Lloyd Advisory Services, 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 5,158 shares
    Change vs previous 13F +1,912 shares

    0.42% of the 13F portfolio, value $1,093,776.

    13F-HR 0001802474-26-000001 filed by Lloyd Advisory Services, 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 3,246 shares
    Change vs previous 13F +100 shares

    0.32% of the 13F portfolio, value $670,280.

    13F-HR 0001802474-25-000006 filed by Lloyd Advisory Services, 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 3,146 shares
    Change vs previous 13F +458 shares

    0.3% of the 13F portfolio, value $614,767.

    13F-HR 0001802474-25-000003 filed by Lloyd Advisory Services, 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 2,688 shares
    Change vs previous 13F +571 shares

    0.26% of the 13F portfolio, value $512,272.

    13F-HR 0001904664-25-000002 filed by Lloyd Advisory Services, 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 2,117 shares
    Change vs previous 13F +15 shares

    0.19% of the 13F portfolio, value $404,248.

    13F-HR 0001802474-25-000001 filed by Lloyd Advisory Services, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,102 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $414,553.

    13F-HR 0001802474-24-000006 filed by Lloyd Advisory Services, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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