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Mutual Advisors, LLC: IVE position timeline

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

Mutual Advisors, LLC held 61,178 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 61,178 shares
    Change vs previous 13F -114 shares

    0.26% of the 13F portfolio, value $13,891,175.

    13F-HR 0001986152-26-000154 filed by Mutual 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 61,292 shares
    Change vs previous 13F +4,992 shares

    0.28% of the 13F portfolio, value $12,941,725.

    13F-HR 0001986152-26-000054 filed by Mutual 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 56,300 shares
    Change vs previous 13F +3,694 shares

    0.26% of the 13F portfolio, value $11,939,585.

    13F-HR 0001986152-26-000005 filed by Mutual 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 52,606 shares
    Change vs previous 13F +3,950 shares

    0.24% of the 13F portfolio, value $10,982,486.

    13F-HR 0001986152-25-000100 filed by Mutual 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 48,656 shares
    Change vs previous 13F +2,013 shares

    0.24% of the 13F portfolio, value $9,758,871.

    13F-HR 0001986152-25-000050 filed by Mutual 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 46,643 shares
    Change vs previous 13F +2,045 shares

    0.24% of the 13F portfolio, value $8,481,479.

    13F-HR 0001986152-25-000037 filed by Mutual 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 44,598 shares
    Change vs previous 13F -6,168 shares

    0.25% of the 13F portfolio, value $8,599,332.

    13F-HR 0001986152-25-000002 filed by Mutual 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 50,766 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $10,041,092.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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