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McNaughton Wealth Management, LLC: IVE position timeline

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

McNaughton Wealth Management, LLC held 60,879 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 60,879 shares
    Change vs previous 13F +1,087 shares

    4.86% of the 13F portfolio, value $13,897,432.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 59,792 shares
    Change vs previous 13F -16,530 shares

    4.82% of the 13F portfolio, value $13,576,379.

    13F-HR 0001802691-26-000004 filed by McNaughton Wealth Management, 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 76,322 shares
    Change vs previous 13F -4,135 shares

    6.66% of the 13F portfolio, value $16,115,487.

    13F-HR 0001802691-26-000002 filed by McNaughton Wealth Management, 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 80,457 shares
    Change vs previous 13F +18,841 shares

    7.03% of the 13F portfolio, value $17,062,483.

    13F-HR 0001802691-26-000001 filed by McNaughton Wealth Management, 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 61,616 shares
    Change vs previous 13F +502 shares

    5.37% of the 13F portfolio, value $12,724,404.

    13F-HR 0001085146-25-005827 filed by McNaughton Wealth Management, 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 61,114 shares
    Change vs previous 13F +6,560 shares

    5.33% of the 13F portfolio, value $11,942,899.

    13F-HR 0001085146-25-004023 filed by McNaughton Wealth Management, 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 54,554 shares
    Change vs previous 13F not available

    5.05% of the 13F portfolio, value $10,396,980.

    13F-HR 0001085146-25-001950 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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