Skip to content
Disclosery

Pathway Financial Advisors LLC: IVE position timeline

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

Pathway Financial Advisors LLC held 29,079 IVE shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,079 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $6,638,154.

    13F-HR 0001738828-26-000008 filed by Pathway Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,079 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $6,693,986.

    13F-HR 0001738828-26-000006 filed by Pathway Financial 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 ended2026-03-31
    13F 29,079 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $6,160,677.

    13F-HR 0001738828-26-000005 filed by Pathway Financial 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 ended2025-12-31
    13F 29,079 shares
    Change vs previous 13F -183 shares

    0.79% of the 13F portfolio, value $6,289,497.

    13F-HR 0001738828-26-000001 filed by Pathway Financial 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 ended2025-09-30
    13F 29,262 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $6,042,896.

    13F-HR 0001738828-25-000009 filed by Pathway Financial 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 ended2025-06-30
    13F 29,262 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $5,718,380.

    13F-HR 0001738828-25-000006 filed by Pathway Financial 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 ended2025-03-31
    13F 29,262 shares
    Change vs previous 13F -125 shares

    1% of the 13F portfolio, value $5,576,752.

    13F-HR 0001738828-25-000003 filed by Pathway Financial 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 ended2024-12-31
    13F 29,387 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $5,609,391.

    13F-HR 0001738828-25-000001 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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