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Per Stirling Capital Management, LLC.: IVE position timeline

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

Per Stirling Capital Management, LLC. held 103,240 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,240 shares
    Change vs previous 13F -2,254 shares

    2.23% of the 13F portfolio, value $23,441,722.

    13F-HR 0001689933-26-000005 filed by Per Stirling Capital Management, 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 105,494 shares
    Change vs previous 13F -907 shares

    2.46% of the 13F portfolio, value $22,274,995.

    13F-HR 0001689933-26-000003 filed by Per Stirling Capital Management, 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 106,401 shares
    Change vs previous 13F -638 shares

    2.53% of the 13F portfolio, value $22,564,515.

    13F-HR 0001689933-26-000001 filed by Per Stirling Capital Management, 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 107,039 shares
    Change vs previous 13F -950 shares

    2.64% of the 13F portfolio, value $22,104,523.

    13F-HR 0001689933-25-000006 filed by Per Stirling Capital Management, 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 107,989 shares
    Change vs previous 13F -45,841 shares

    2.75% of the 13F portfolio, value $21,103,223.

    13F-HR 0001689933-25-000004 filed by Per Stirling Capital Management, 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 153,830 shares
    Change vs previous 13F +6,625 shares

    4.22% of the 13F portfolio, value $29,316,945.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, 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 147,205 shares
    Change vs previous 13F -44,899 shares

    3.99% of the 13F portfolio, value $28,098,585.

    13F-HR 0001689933-25-000002 filed by Per Stirling Capital Management, 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 192,104 shares
    Change vs previous 13F not available

    5.26% of the 13F portfolio, value $37,877,098.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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