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Disclosery

Nvest Financial, LLC: IVE position timeline

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

Nvest Financial, LLC held 52,578 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,578 shares
    Change vs previous 13F +184 shares

    3.77% of the 13F portfolio, value $11,938,264.

    13F-HR 0001951757-26-001090 filed by Nvest Financial, 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 52,394 shares
    Change vs previous 13F +2,276 shares

    4.12% of the 13F portfolio, value $11,063,082.

    13F-HR 0001951757-26-000748 filed by Nvest Financial, 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 50,118 shares
    Change vs previous 13F +12,814 shares

    4.42% of the 13F portfolio, value $10,628,559.

    13F-HR 0001951757-26-000418 filed by Nvest Financial, 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 37,304 shares
    Change vs previous 13F -7,458 shares

    4.43% of the 13F portfolio, value $7,703,697.

    13F-HR 0001951757-25-001414 filed by Nvest Financial, 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 44,762 shares
    Change vs previous 13F +4,660 shares

    4.56% of the 13F portfolio, value $8,747,354.

    13F-HR 0001085146-25-004208 filed by Nvest Financial, 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 40,102 shares
    Change vs previous 13F -47 shares

    4.09% of the 13F portfolio, value $7,642,601.

    13F-HR 0001085146-25-002281 filed by Nvest Financial, 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 40,149 shares
    Change vs previous 13F +1,215 shares

    3.89% of the 13F portfolio, value $7,663,598.

    13F-HR 0001085146-25-000413 filed by Nvest Financial, 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 38,934 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $7,676,647.

    13F-HR 0001085146-24-004757 filed by Nvest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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