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Disclosery

LPWM LLC: IVE position timeline

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

LPWM LLC held 54,315 IVE 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 54,315 shares
    Change vs previous 13F -277,585 shares

    2.74% of the 13F portfolio, value $12,332,830.

    13F-HR 0001951757-26-001044 filed by LPWM 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 331,900 shares
    Change vs previous 13F +2,493 shares

    17.68% of the 13F portfolio, value $70,080,747.

    13F-HR 0001951757-26-000557 filed by LPWM 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 329,407 shares
    Change vs previous 13F +12,135 shares

    17.62% of the 13F portfolio, value $69,857,405.

    13F-HR 0001951757-26-000010 filed by LPWM 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 317,272 shares
    Change vs previous 13F +9,585 shares

    17.48% of the 13F portfolio, value $65,519,942.

    13F-HR 0001951757-25-001174 filed by LPWM 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 307,687 shares
    Change vs previous 13F +13,218 shares

    17.54% of the 13F portfolio, value $60,128,286.

    13F-HR 0001951757-25-000587 filed by LPWM 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 294,469 shares
    Change vs previous 13F +14,554 shares

    18.08% of the 13F portfolio, value $56,119,992.

    13F-HR 0001951757-25-000345 filed by LPWM 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 279,915 shares
    Change vs previous 13F +2,636 shares

    17.16% of the 13F portfolio, value $53,430,265.

    13F-HR 0001951757-25-000018 filed by LPWM 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 277,279 shares
    Change vs previous 13F not available

    17.73% of the 13F portfolio, value $54,169,318.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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