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Disclosery

Narwhal Capital Management: IVE position timeline

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

Narwhal Capital Management held 92,784 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,784 shares
    Change vs previous 13F 0 shares

    1.45% of the 13F portfolio, value $21,067,535.

    13F-HR 0001461287-26-000003 filed by Narwhal Capital Management
    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 92,784 shares
    Change vs previous 13F 0 shares

    1.45% of the 13F portfolio, value $19,591,342.

    13F-HR 0001461287-26-000002 filed by Narwhal Capital Management
    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 92,784 shares
    Change vs previous 13F 0 shares

    1.43% of the 13F portfolio, value $19,676,703.

    13F-HR 0001461287-26-000001 filed by Narwhal Capital Management
    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 92,784 shares
    Change vs previous 13F -500 shares

    1.42% of the 13F portfolio, value $19,160,824.

    13F-HR 0001461287-25-000005 filed by Narwhal Capital Management
    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 93,284 shares
    Change vs previous 13F 0 shares

    1.46% of the 13F portfolio, value $18,229,559.

    13F-HR 0001085146-25-004109 filed by Narwhal Capital Management
    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 93,284 shares
    Change vs previous 13F +3,500 shares

    1.58% of the 13F portfolio, value $17,778,065.

    13F-HR 0001085146-25-002254 filed by Narwhal Capital Management
    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 89,784 shares
    Change vs previous 13F -617 shares

    1.51% of the 13F portfolio, value $17,137,970.

    13F-HR 0001085146-25-000391 filed by Narwhal Capital Management
    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 90,401 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $17,824,365.

    13F-HR 0001085146-24-005056 filed by Narwhal Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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