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Disclosery

Prism Advisors, Inc.: IVE position timeline

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

Prism Advisors, Inc. held 0 IVE shares at 2025-06-30 per its 13F-HR filed 2025-07-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,420 shares

    13F-HR 0001717027-25-000005 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 1,420 shares
    Change vs previous 13F -87,009 shares

    0.08% of the 13F portfolio, value $270,624.

    13F-HR 0001717027-25-000004 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 88,429 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $16,879,328.

    13F-HR 0001717027-25-000002 filed by Prism Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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