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MARKET STREET WEALTH MANAGEMENT ADVISORS LLC: IVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARKET STREET WEALTH MANAGEMENT ADVISORS LLC on IVE, newest first. How the timeline and the estimate are built.

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC held 12,237 IVE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,237 shares
    Change vs previous 13F -931 shares

    0.4% of the 13F portfolio, value $2,793,462.

    13F-HR 0001767601-26-000006 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,168 shares
    Change vs previous 13F -800 shares

    0.43% of the 13F portfolio, value $2,989,926.

    13F-HR 0001767601-26-000004 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,968 shares
    Change vs previous 13F -185 shares

    0.46% of the 13F portfolio, value $2,949,343.

    13F-HR 0001767601-26-000003 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 14,153 shares
    Change vs previous 13F -63 shares

    0.47% of the 13F portfolio, value $3,001,427.

    13F-HR 0001767601-26-000001 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 14,216 shares
    Change vs previous 13F -45 shares

    0.47% of the 13F portfolio, value $2,935,746.

    13F-HR 0001767601-25-000007 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 14,261 shares
    Change vs previous 13F -503 shares

    0.45% of the 13F portfolio, value $2,786,885.

    13F-HR 0001767601-25-000005 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 14,764 shares
    Change vs previous 13F -111 shares

    0.48% of the 13F portfolio, value $2,813,723.

    13F-HR 0001767601-25-000004 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 14,875 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,839,340.

    13F-HR 0001767601-25-000001 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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