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Platte River Wealth Advisors, LLC: IVE position timeline

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

Platte River Wealth Advisors, LLC held 190,108 IVE shares at 2024-09-30 per its 13F-HR filed 2024-10-07.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 190,108 shares
    Change vs previous 13F +4,234 shares

    10.06% of the 13F portfolio, value $37,483,647.

    13F-HR 0001802013-24-000006 filed by Platte River Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 185,874 shares
    Change vs previous 13F +2,310 shares

    9.49% of the 13F portfolio, value $33,830,979.

    13F-HR 0001802013-24-000004 filed by Platte River Wealth 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 ended2024-03-31
    13F 183,564 shares
    Change vs previous 13F +20,025 shares

    9.77% of the 13F portfolio, value $34,291,571.

    13F-HR 0001802013-24-000003 filed by Platte River Wealth 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 ended2023-12-31
    13F 163,539 shares
    Change vs previous 13F +80,179 shares

    9.41% of the 13F portfolio, value $28,437,868.

    13F-HR 0001802013-24-000001 filed by Platte River Wealth 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 ended2023-09-30
    13F 83,360 shares
    Change vs previous 13F +975 shares

    4.69% of the 13F portfolio, value $12,824,102.

    13F-HR 0001802013-23-000005 filed by Platte River Wealth 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 ended2023-06-30
    13F 82,385 shares
    Change vs previous 13F +7,928 shares

    4.65% of the 13F portfolio, value $13,279,638.

    13F-HR 0001802013-23-000004 filed by Platte River Wealth 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 ended2023-03-31
    13F 74,457 shares
    Change vs previous 13F +1,167 shares

    4.34% of the 13F portfolio, value $11,299,594.

    13F-HR 0001802013-23-000002 filed by Platte River Wealth 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 ended2022-12-31
    13F 73,290 shares
    Change vs previous 13F not available

    4.49% of the 13F portfolio, value $10,632,180.

    13F-HR 0001802013-23-000001 filed by Platte River Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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