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MCMORGAN & CO LLC: IVE position timeline

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

MCMORGAN & CO LLC held 75,006 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,006 shares
    Change vs previous 13F -3,112 shares

    2.56% of the 13F portfolio, value $17,030,992.

    13F-HR 0001162695-26-000003 filed by MCMORGAN & CO 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 78,118 shares
    Change vs previous 13F -1,330 shares

    2.67% of the 13F portfolio, value $16,494,642.

    13F-HR 0001162695-26-000002 filed by MCMORGAN & CO 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 79,448 shares
    Change vs previous 13F -903 shares

    2.79% of the 13F portfolio, value $16,848,735.

    13F-HR 0001162695-26-000001 filed by MCMORGAN & CO 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 80,351 shares
    Change vs previous 13F -3,810 shares

    2.55% of the 13F portfolio, value $16,593,453.

    13F-HR 0001162695-25-000006 filed by MCMORGAN & CO 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 84,161 shares
    Change vs previous 13F -1,201 shares

    2.42% of the 13F portfolio, value $16,446,787.

    13F-HR 0001162695-25-000003 filed by MCMORGAN & CO 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 85,362 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $16,268,352.

    13F-HR 0001162695-25-000002 filed by MCMORGAN & CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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