MLG Wealth Management DBA Pine Grove Financial Group: IVE position timeline

MLG Wealth Management DBA Pine Grove Financial Group held 110,472 IVE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 110,472 shares

   Change vs previous 13F +4,905 shares

   2.44% of the 13F portfolio, value $25,218,506.

   13F-HR 0001754960-26-000847 filed by MLG Wealth Management DBA Pine Grove Financial Group
   Accepted 2026-10-13 10:46:05 UTC, ingested 2026-10-13 10:47:12 UTC

2. period ended2026-06-30

   13F 105,567 shares

   Change vs previous 13F -15,979 shares

   2.42% of the 13F portfolio, value $23,983,920.

   13F-HR 0001754960-26-000790 filed by MLG Wealth Management DBA Pine Grove Financial Group
   Accepted 2026-09-02 17:57:05 UTC, ingested 2026-10-08 03:30:49 UTC

3. period ended2026-03-31

   13F 121,546 shares

   Change vs previous 13F -8,839 shares

   2.98% of the 13F portfolio, value $25,667,529.

   13F-HR 0001754960-26-000789 filed by MLG Wealth Management DBA Pine Grove Financial Group
   Accepted 2026-09-02 17:56:09 UTC, ingested 2026-10-08 03:30:48 UTC

4. period ended2025-12-31

   13F 130,385 shares

   Change vs previous 13F not available

   3.34% of the 13F portfolio, value $27,650,779.

   13F-HR 0001754960-26-000782 filed by MLG Wealth Management DBA Pine Grove Financial Group
   Filed 2026-08-25 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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