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Disclosery

Parkside Advisors LLC: IVE position timeline

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

Parkside Advisors LLC held 2,714 IVE shares at 2025-06-30 per its 13F-HR filed 2025-07-09.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 2,714 shares
    Change vs previous 13F +504 shares

    0.12% of the 13F portfolio, value $530,384.

    13F-HR 0001062993-25-012648 filed by Parkside 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 ended2025-03-31
    13F 2,210 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $421,195.

    13F-HR 0001062993-25-007259 filed by Parkside 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 ended2024-12-31
    13F 2,209 shares
    Change vs previous 13F +88 shares

    0.1% of the 13F portfolio, value $421,667.

    13F-HR 0001062993-25-000714 filed by Parkside 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 ended2024-09-30
    13F 2,121 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $418,211.

    13F-HR 0001062993-24-017478 filed by Parkside 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 ended2024-06-30
    13F 2,121 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $386,056.

    13F-HR 0001062993-24-013585 filed by Parkside 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 ended2024-03-31
    13F 2,121 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $396,237.

    13F-HR 0001062993-24-008278 filed by Parkside Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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