LYNCH & ASSOCIATES/IN: IVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYNCH & ASSOCIATES/IN on IVE, newest first. How the timeline and the estimate are built.

LYNCH & ASSOCIATES/IN held 2,725 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

period ended2026-06-30
13F 2,725 shares
Change vs previous 13F -25 shares
0.11% of the 13F portfolio, value $618,739.
13F-HR 0001108965-26-000003 filed by LYNCH & ASSOCIATES/IN
Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,750 shares
Change vs previous 13F 0 shares
0.11% of the 13F portfolio, value $580,663.
13F-HR 0001108965-26-000002 filed by LYNCH & ASSOCIATES/IN
Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,750 shares
Change vs previous 13F -304 shares
0.11% of the 13F portfolio, value $583,193.
13F-HR 0001108965-26-000001 filed by LYNCH & ASSOCIATES/IN
Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,054 shares
Change vs previous 13F -288 shares
0.12% of the 13F portfolio, value $630,682.
13F-HR 0001108965-25-000006 filed by LYNCH & ASSOCIATES/IN
Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,342 shares
Change vs previous 13F 0 shares
0.13% of the 13F portfolio, value $653,094.
13F-HR 0001108965-25-000005 filed by LYNCH & ASSOCIATES/IN
Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 3,342 shares
Change vs previous 13F 0 shares
0.14% of the 13F portfolio, value $636,918.
13F-HR 0001108965-25-000004 filed by LYNCH & ASSOCIATES/IN
Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,342 shares
Change vs previous 13F -14 shares
0.14% of the 13F portfolio, value $637,921.
13F-HR 0001108965-25-000001 filed by LYNCH & ASSOCIATES/IN
Filed 2025-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 3,356 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $661,703.
13F-HR 0001108965-24-000004 filed by LYNCH & ASSOCIATES/IN
Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).