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Disclosery

MA Private Wealth: IVE position timeline

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

MA Private Wealth held 9,987 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,987 shares
    Change vs previous 13F +418 shares

    0.34% of the 13F portfolio, value $2,267,678.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 9,569 shares
    Change vs previous 13F +2,041 shares

    0.34% of the 13F portfolio, value $2,020,593.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 7,528 shares
    Change vs previous 13F +27 shares

    0.27% of the 13F portfolio, value $1,596,520.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 7,501 shares
    Change vs previous 13F +172 shares

    0.26% of the 13F portfolio, value $1,549,040.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 7,329 shares
    Change vs previous 13F -4,612 shares

    0.26% of the 13F portfolio, value $1,432,201.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 11,941 shares
    Change vs previous 13F +18 shares

    0.43% of the 13F portfolio, value $2,275,645.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 11,923 shares
    Change vs previous 13F +83 shares

    0.43% of the 13F portfolio, value $2,275,915.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 11,840 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,334,459.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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