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Disclosery

PACK Private Wealth, LLC: IVE position timeline

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

PACK Private Wealth, LLC held 5,205 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,205 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,181,847.

    13F-HR 0001951757-26-001231 filed by PACK Private Wealth, 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 5,205 shares
    Change vs previous 13F -51 shares

    0.5% of the 13F portfolio, value $1,099,036.

    13F-HR 0001951757-26-000880 filed by PACK Private Wealth, 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 5,256 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,114,640.

    13F-HR 0001951757-26-000469 filed by PACK Private Wealth, 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 5,256 shares
    Change vs previous 13F -146 shares

    0.51% of the 13F portfolio, value $1,085,417.

    13F-HR 0001951757-25-001305 filed by PACK Private Wealth, 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 5,402 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,055,659.

    13F-HR 0001951757-25-001081 filed by PACK Private Wealth, 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 5,402 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,029,513.

    13F-HR 0001951757-25-000554 filed by PACK Private Wealth, 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 5,402 shares
    Change vs previous 13F -144 shares

    0.61% of the 13F portfolio, value $1,031,134.

    13F-HR 0001951757-25-000168 filed by PACK Private Wealth, 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 5,546 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,093,505.

    13F-HR 0001951757-24-001137 filed by PACK Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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