Mason & Associates, LLC: IVE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mason & Associates, LLC on IVE, newest first. How the timeline and the estimate are built.
Mason & Associates, LLC held 6,404 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 6,404 sharesChange vs previous 13F -47 shares
0.3% of the 13F portfolio, value $1,454,093.
13F-HR 0001754960-26-000510 filed by Mason & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,451 sharesChange vs previous 13F -163 shares
0.31% of the 13F portfolio, value $1,362,129.
13F-HR 0001754960-26-000303 filed by Mason & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,614 sharesChange vs previous 13F -549 shares
0.32% of the 13F portfolio, value $1,402,631.
13F-HR 0001754960-26-000098 filed by Mason & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,163 sharesChange vs previous 13F 0 shares
0.35% of the 13F portfolio, value $1,399,793.
13F-HR 0001754960-25-000746 filed by Mason & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,163 sharesChange vs previous 13F -239 shares
0.35% of the 13F portfolio, value $1,399,793.
13F-HR 0001754960-25-000508 filed by Mason & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,402 sharesChange vs previous 13F -276 shares
0.41% of the 13F portfolio, value $1,410,673.
13F-HR 0001754960-25-000175 filed by Mason & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,678 sharesChange vs previous 13F -85 shares
0.44% of the 13F portfolio, value $1,465,577.
13F-HR 0001754960-25-000031 filed by Mason & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,763 sharesChange vs previous 13F not available
0.47% of the 13F portfolio, value $1,530,631.
13F-HR 0001754960-24-000500 filed by Mason & Associates, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).