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Disclosery

Operose Advisors LLC: IVE position timeline

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

Operose Advisors LLC held 12,030 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 12,030 shares
    Change vs previous 13F -530 shares

    0.53% of the 13F portfolio, value $2,731,533.

    13F-HR 0001909750-26-000007 filed by Operose 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 12,560 shares
    Change vs previous 13F -89 shares

    0.61% of the 13F portfolio, value $2,652,045.

    13F-HR 0001909750-26-000005 filed by Operose 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 12,649 shares
    Change vs previous 13F +72 shares

    0.63% of the 13F portfolio, value $2,682,491.

    13F-HR 0001909750-26-000002 filed by Operose 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 12,577 shares
    Change vs previous 13F +5 shares

    0.65% of the 13F portfolio, value $2,597,277.

    13F-HR 0001909750-25-000013 filed by Operose 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 12,572 shares
    Change vs previous 13F -37 shares

    0.69% of the 13F portfolio, value $2,456,822.

    13F-HR 0001909750-25-000007 filed by Operose 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 12,609 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $2,403,023.

    13F-HR 0001909750-25-000005 filed by Operose Advisors 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 12,609 shares
    Change vs previous 13F +606 shares

    0.82% of the 13F portfolio, value $2,406,806.

    13F-HR 0001909750-25-000002 filed by Operose Advisors 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 12,003 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,366,632.

    13F-HR 0001909750-24-000010 filed by Operose Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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