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Disclosery

Peninsula Wealth, LLC: IVE position timeline

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

Peninsula Wealth, LLC held 279,913 IVE shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 279,913 shares
    Change vs previous 13F +445 shares

    9.11% of the 13F portfolio, value $53,429,788.

    13F-HR 0001085146-25-001267 filed by Peninsula 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 ended2024-09-30
    13F 279,468 shares
    Change vs previous 13F +10,782 shares

    9.8% of the 13F portfolio, value $56,108,759.

    13F-HR 0001085146-24-005724 filed by Peninsula 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 ended2024-06-30
    13F 268,686 shares
    Change vs previous 13F +79,308 shares

    9.34% of the 13F portfolio, value $49,983,628.

    13F-HR 0001085146-24-003746 filed by Peninsula 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 ended2024-03-31
    13F/A 189,378 shares
    Change vs previous 13F +61,695 shares

    7.06% of the 13F portfolio, value $35,377,708.

    13F-HR/A 0001085146-24-002680 filed by Peninsula 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 ended2023-12-31
    13F 127,683 shares
    Change vs previous 13F +47,385 shares

    4.58% of the 13F portfolio, value $22,202,777.

    13F-HR 0001085146-24-001393 filed by Peninsula 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 ended2023-09-30
    13F 80,298 shares
    Change vs previous 13F +7,868 shares

    2.82% of the 13F portfolio, value $12,043,103.

    13F-HR 0001085146-23-004267 filed by Peninsula 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 ended2023-06-30
    13F 72,430 shares
    Change vs previous 13F +194 shares

    3.05% of the 13F portfolio, value $11,674,931.

    13F-HR 0001085146-23-003449 filed by Peninsula 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 ended2023-03-31
    13F 72,236 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $10,962,552.

    13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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