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Pekin Hardy Strauss, Inc.: IVOL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pekin Hardy Strauss, Inc. on IVOL, newest first. How the timeline and the estimate are built.

Pekin Hardy Strauss, Inc. held 130,449 IVOL 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 130,449 shares
    Change vs previous 13F -62,023 shares

    0.2% of the 13F portfolio, value $2,255,463.

    13F-HR 0001020317-26-000003 filed by Pekin Hardy Strauss, Inc.
    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 192,472 shares
    Change vs previous 13F -11,305 shares

    0.38% of the 13F portfolio, value $3,601,151.

    13F-HR 0001020317-26-000002 filed by Pekin Hardy Strauss, Inc.
    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 203,777 shares
    Change vs previous 13F -1,345 shares

    0.36% of the 13F portfolio, value $3,904,367.

    13F-HR 0001020317-26-000001 filed by Pekin Hardy Strauss, Inc.
    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 205,122 shares
    Change vs previous 13F +22,265 shares

    0.4% of the 13F portfolio, value $3,954,752.

    13F-HR 0001020317-25-000002 filed by Pekin Hardy Strauss, Inc.
    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 182,857 shares
    Change vs previous 13F +11,890 shares

    0.41% of the 13F portfolio, value $3,576,683.

    13F-HR 0001085146-25-004583 filed by Pekin Hardy Strauss, Inc.
    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 170,967 shares
    Change vs previous 13F +13,135 shares

    0.39% of the 13F portfolio, value $3,193,664.

    13F-HR 0001085146-25-002476 filed by Pekin Hardy Strauss, Inc.
    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 157,832 shares
    Change vs previous 13F -81,344 shares

    0.36% of the 13F portfolio, value $2,799,940.

    13F-HR 0001085146-25-000731 filed by Pekin Hardy Strauss, Inc.
    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 239,176 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $4,604,138.

    13F-HR 0001085146-24-005560 filed by Pekin Hardy Strauss, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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