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New Age Alpha Advisors, LLC: IVE position timeline

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

New Age Alpha Advisors, LLC held 10,286 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,286 shares
    Change vs previous 13F -1,839 shares

    0.1% of the 13F portfolio, value $2,335,539.

    13F-HR 0001764807-26-000009 filed by New Age Alpha 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 12,125 shares
    Change vs previous 13F -3,214 shares

    0.12% of the 13F portfolio, value $2,560,194.

    13F-HR 0001764807-26-000005 filed by New Age Alpha 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 15,339 shares
    Change vs previous 13F +3,403 shares

    0.14% of the 13F portfolio, value $3,252,942.

    13F-HR 0001764807-26-000002 filed by New Age Alpha 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 11,936 shares
    Change vs previous 13F -2,220 shares

    0.1% of the 13F portfolio, value $2,464,904.

    13F-HR 0001764807-25-000004 filed by New Age Alpha 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 14,156 shares
    Change vs previous 13F +912 shares

    0.12% of the 13F portfolio, value $2,766,365.

    13F-HR 0001855205-25-000042 filed by New Age Alpha 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 13,244 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,524,041.

    13F-HR 0001855205-25-000022 filed by New Age Alpha Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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