MARINO, STRAM & ASSOCIATES LLC: IVES position timeline

MARINO, STRAM & ASSOCIATES LLC held 16,728 IVES 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 16,728 shares

   Change vs previous 13F +1,415 shares

   0.1% of the 13F portfolio, value $637,342.

   13F-HR 0001951757-26-001048 filed by MARINO, STRAM & ASSOCIATES LLC
   Filed 2026-07-24 (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).

2. period ended2026-03-31

   13F 15,313 shares

   Change vs previous 13F +1,356 shares

   0.08% of the 13F portfolio, value $434,433.

   13F-HR 0001951757-26-000754 filed by MARINO, STRAM & ASSOCIATES LLC
   Filed 2026-04-29 (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).

3. period ended2025-12-31

   13F 13,957 shares

   Change vs previous 13F +260 shares

   0.08% of the 13F portfolio, value $441,185.

   13F-HR 0001951757-26-000205 filed by MARINO, STRAM & ASSOCIATES LLC
   Filed 2026-01-16 (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).

4. period ended2025-09-30

   13F 13,697 shares

   Change vs previous 13F +4,070 shares

   0.08% of the 13F portfolio, value $439,948.

   13F-HR 0001951757-25-001240 filed by MARINO, STRAM & ASSOCIATES LLC
   Filed 2025-11-03 (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).

5. period ended2025-06-30

   13F 9,627 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $260,988.

   13F-HR 0001951757-25-000895 filed by MARINO, STRAM & ASSOCIATES LLC
   Filed 2025-07-18 (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).