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Disclosery

MBA Advisors LLC: IVE position timeline

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

MBA Advisors LLC held 4,206 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,206 shares
    Change vs previous 13F -179 shares

    0.33% of the 13F portfolio, value $955,014.

    13F-HR 0001848704-26-000003 filed by MBA 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 4,385 shares
    Change vs previous 13F -12 shares

    0.36% of the 13F portfolio, value $925,893.

    13F-HR 0001848704-26-000002 filed by MBA 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 4,397 shares
    Change vs previous 13F +91 shares

    0.38% of the 13F portfolio, value $932,472.

    13F-HR 0001848704-26-000001 filed by MBA 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 4,306 shares
    Change vs previous 13F -100 shares

    0.38% of the 13F portfolio, value $889,232.

    13F-HR 0001848704-25-000002 filed by MBA 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 4,406 shares
    Change vs previous 13F -900 shares

    0.4% of the 13F portfolio, value $861,021.

    13F-HR 0001085146-25-003959 filed by MBA 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 5,306 shares
    Change vs previous 13F -220 shares

    0.5% of the 13F portfolio, value $1,011,217.

    13F-HR 0001085146-25-002414 filed by MBA 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 5,526 shares
    Change vs previous 13F -3,713 shares

    0.53% of the 13F portfolio, value $1,054,803.

    13F-HR 0001085146-25-000583 filed by MBA 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 9,239 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,821,654.

    13F-HR 0001085146-24-005131 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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