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Mayflower Financial Advisors, LLC: IVE position timeline

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

Mayflower Financial Advisors, LLC held 56,547 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,547 shares
    Change vs previous 13F -6,260 shares

    1.11% of the 13F portfolio, value $12,839,561.

    13F-HR 0001951757-26-000942 filed by Mayflower Financial Advisors, 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 62,807 shares
    Change vs previous 13F -527 shares

    1.61% of the 13F portfolio, value $13,261,641.

    13F-HR 0001951757-26-000724 filed by Mayflower Financial 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 ended2025-12-31
    13F 63,334 shares
    Change vs previous 13F +15,584 shares

    1.63% of the 13F portfolio, value $13,431,327.

    13F-HR 0001951757-26-000054 filed by Mayflower Financial 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 ended2025-09-30
    13F 47,750 shares
    Change vs previous 13F +2,477 shares

    1.24% of the 13F portfolio, value $9,860,852.

    13F-HR 0001951757-25-001150 filed by Mayflower Financial 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 ended2025-06-30
    13F 45,273 shares
    Change vs previous 13F +6,843 shares

    1.23% of the 13F portfolio, value $8,847,250.

    13F-HR 0001951757-25-001017 filed by Mayflower Financial 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 ended2025-03-31
    13F 38,430 shares
    Change vs previous 13F +8,092 shares

    1.11% of the 13F portfolio, value $7,323,989.

    13F-HR 0001951757-25-000501 filed by Mayflower Financial 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 ended2024-12-31
    13F 30,338 shares
    Change vs previous 13F +2,101 shares

    0.87% of the 13F portfolio, value $5,790,917.

    13F-HR 0001951757-25-000102 filed by Mayflower Financial 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 ended2024-09-30
    13F 28,237 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $5,567,489.

    13F-HR 0001951757-24-001160 filed by Mayflower Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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