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Net Worth Advisory Group: IVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on IVE, newest first. How the timeline and the estimate are built.

Net Worth Advisory Group held 4,997 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,997 shares
    Change vs previous 13F -46,945 shares

    0.29% of the 13F portfolio, value $1,134,619.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 51,942 shares
    Change vs previous 13F +132 shares

    2.27% of the 13F portfolio, value $10,967,454.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 51,810 shares
    Change vs previous 13F +46,167 shares

    2.22% of the 13F portfolio, value $10,987,383.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 5,643 shares
    Change vs previous 13F -46,928 shares

    0.34% of the 13F portfolio, value $1,165,324.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 52,571 shares
    Change vs previous 13F +47,230 shares

    2.28% of the 13F portfolio, value $10,273,511.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 5,341 shares
    Change vs previous 13F +101 shares

    0.32% of the 13F portfolio, value $1,017,820.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 5,240 shares
    Change vs previous 13F -164 shares

    0.3% of the 13F portfolio, value $1,000,141.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 5,404 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,065,555.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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