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MARINO, STRAM & ASSOCIATES LLC: IVE position timeline

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

MARINO, STRAM & ASSOCIATES LLC held 5,021 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 5,021 shares
    Change vs previous 13F +24 shares

    0.18% of the 13F portfolio, value $1,140,044.

    13F-HR 0001951757-26-001048 filed by MARINO, STRAM & ASSOCIATES 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 4,997 shares
    Change vs previous 13F -22 shares

    0.19% of the 13F portfolio, value $1,055,156.

    13F-HR 0001951757-26-000754 filed by MARINO, STRAM & ASSOCIATES 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 5,019 shares
    Change vs previous 13F -48 shares

    0.19% of the 13F portfolio, value $1,064,431.

    13F-HR 0001951757-26-000205 filed by MARINO, STRAM & ASSOCIATES 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 5,067 shares
    Change vs previous 13F +436 shares

    0.19% of the 13F portfolio, value $1,046,429.

    13F-HR 0001951757-25-001240 filed by MARINO, STRAM & ASSOCIATES 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 4,631 shares
    Change vs previous 13F +196 shares

    0.18% of the 13F portfolio, value $905,087.

    13F-HR 0001951757-25-000895 filed by MARINO, STRAM & ASSOCIATES 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 4,435 shares
    Change vs previous 13F +10 shares

    0.19% of the 13F portfolio, value $845,212.

    13F-HR 0001951757-25-000382 filed by MARINO, STRAM & ASSOCIATES 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 4,425 shares
    Change vs previous 13F -48 shares

    0.19% of the 13F portfolio, value $844,662.

    13F-HR 0001951757-25-000070 filed by MARINO, STRAM & ASSOCIATES 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 4,473 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $882,006.

    13F-HR 0001951757-24-001091 filed by MARINO, STRAM & ASSOCIATES LLC
    Filed (acceptance time not in the bulk data set), ingested

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