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MidAtlantic Capital Management, Inc.: IVE position timeline

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

MidAtlantic Capital Management, Inc. held 5,231 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,231 shares
    Change vs previous 13F +22 shares

    0.74% of the 13F portfolio, value $1,187,751.

    13F-HR 0002042068-26-000007 filed by MidAtlantic Capital Management, Inc.
    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 5,209 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $1,099,880.

    13F-HR 0002042068-26-000002 filed by MidAtlantic Capital Management, Inc.
    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 5,209 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $1,104,673.

    13F-HR 0002042068-26-000001 filed by MidAtlantic Capital Management, Inc.
    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 5,209 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $1,075,711.

    13F-HR 0002042068-25-000006 filed by MidAtlantic Capital Management, Inc.
    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 5,209 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $1,017,943.

    13F-HR 0002042068-25-000003 filed by MidAtlantic Capital Management, Inc.
    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 5,209 shares
    Change vs previous 13F +219 shares

    0.78% of the 13F portfolio, value $992,731.

    13F-HR 0002042068-25-000002 filed by MidAtlantic Capital Management, Inc.
    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 4,990 shares
    Change vs previous 13F -18 shares

    0.7% of the 13F portfolio, value $952,491.

    13F-HR 0002042068-25-000001 filed by MidAtlantic Capital Management, Inc.
    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 5,008 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $987,427.

    13F-HR 0002042068-24-000001 filed by MidAtlantic Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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