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Disclosery

PKS Advisory Services, LLC: IVE position timeline

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

PKS Advisory Services, LLC held 17,827 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,827 shares
    Change vs previous 13F -123,082 shares

    0.65% of the 13F portfolio, value $4,047,495.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 140,909 shares
    Change vs previous 13F +127,451 shares

    0.69% of the 13F portfolio, value $2,973,364.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 13,458 shares
    Change vs previous 13F +199 shares

    0.65% of the 13F portfolio, value $2,853,979.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 13,259 shares
    Change vs previous 13F +488 shares

    0.57% of the 13F portfolio, value $2,738,129.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 12,771 shares
    Change vs previous 13F -350 shares

    0.64% of the 13F portfolio, value $2,495,805.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 13,121 shares
    Change vs previous 13F -3,497 shares

    0.68% of the 13F portfolio, value $2,500,167.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, 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 16,618 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,172,092.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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