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Disclosery

NorthRock Partners, LLC: IVE position timeline

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

NorthRock Partners, LLC held 110,052 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,052 shares
    Change vs previous 13F -45,792 shares

    0.36% of the 13F portfolio, value $24,988,359.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, 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 155,844 shares
    Change vs previous 13F -7,618 shares

    0.53% of the 13F portfolio, value $32,906,470.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, 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 163,462 shares
    Change vs previous 13F +63,566 shares

    0.59% of the 13F portfolio, value $34,665,409.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, 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 99,896 shares
    Change vs previous 13F +98,255 shares

    0.37% of the 13F portfolio, value $20,629,477.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, 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/A 1,641 shares
    Change vs previous 13F -1,280 shares

    0.01% of the 13F portfolio, value $320,690.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, 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 2,921 shares
    Change vs previous 13F +1,441 shares

    0.02% of the 13F portfolio, value $556,649.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, 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/A 1,480 shares
    Change vs previous 13F +26 shares

    0.01% of the 13F portfolio, value $282,566.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, 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/A 1,454 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $286,648.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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