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M1 Capital Management LLC: IVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M1 Capital Management LLC on IVE, newest first. How the timeline and the estimate are built.

M1 Capital Management LLC held 87,462 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,462 shares
    Change vs previous 13F -5,012 shares

    7.33% of the 13F portfolio, value $19,859,198.

    13F-HR 0001976157-26-000004 filed by M1 Capital Management 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 92,474 shares
    Change vs previous 13F +11,329 shares

    9% of the 13F portfolio, value $19,525,815.

    13F-HR 0001976157-26-000002 filed by M1 Capital Management 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 81,145 shares
    Change vs previous 13F +1,342 shares

    7.18% of the 13F portfolio, value $17,208,493.

    13F-HR 0001976157-26-000001 filed by M1 Capital Management 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 79,803 shares
    Change vs previous 13F -641 shares

    7.11% of the 13F portfolio, value $16,480,021.

    13F-HR 0001976157-25-000008 filed by M1 Capital Management 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 80,444 shares
    Change vs previous 13F +728 shares

    7.92% of the 13F portfolio, value $15,720,286.

    13F-HR 0001976157-25-000004 filed by M1 Capital Management 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 79,716 shares
    Change vs previous 13F +8,293 shares

    9.5% of the 13F portfolio, value $15,192,247.

    13F-HR 0001976157-25-000003 filed by M1 Capital Management 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 71,423 shares
    Change vs previous 13F not available

    7.36% of the 13F portfolio, value $13,633,307.

    13F-HR 0001976157-25-000002 filed by M1 Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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