Priebe Wealth Holdings LLC: IVE position timeline

Priebe Wealth Holdings LLC held 2,045 IVE shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 2,045 shares

   Change vs previous 13F -462 shares

   0.35% of the 13F portfolio, value $399,634.

   13F-HR 0002009646-25-000004 filed by Priebe Wealth Holdings LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 2,507 shares

   Change vs previous 13F -652 shares

   0.3% of the 13F portfolio, value $477,784.

   13F-HR 0002009646-25-000003 filed by Priebe Wealth Holdings LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 3,159 shares

   Change vs previous 13F -50 shares

   0.41% of the 13F portfolio, value $602,990.

   13F-HR 0002009646-25-000001 filed by Priebe Wealth Holdings LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 3,209 shares

   Change vs previous 13F -298 shares

   0.46% of the 13F portfolio, value $632,719.

   13F-HR 0002009646-24-000005 filed by Priebe Wealth Holdings LLC
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 3,507 shares

   Change vs previous 13F -78 shares

   0.51% of the 13F portfolio, value $638,309.

   13F-HR 0002009646-24-000003 filed by Priebe Wealth Holdings LLC
   Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 3,585 shares

   Change vs previous 13F -193 shares

   0.52% of the 13F portfolio, value $669,714.

   13F-HR 0002009646-24-000002 filed by Priebe Wealth Holdings LLC
   Filed 2024-04-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 3,778 shares

   Change vs previous 13F not available

   0.54% of the 13F portfolio, value $656,956.

   13F-HR 0002009646-24-000001 filed by Priebe Wealth Holdings LLC
   Filed 2024-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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