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Private Advisor Group, LLC: IVE position timeline

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

Private Advisor Group, LLC held 190,486 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 190,486 shares
    Change vs previous 13F -112,487 shares

    0.2% of the 13F portfolio, value $43,251,642.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 302,973 shares
    Change vs previous 13F -28,071 shares

    0.3% of the 13F portfolio, value $63,972,642.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 331,044 shares
    Change vs previous 13F +58,090 shares

    0.33% of the 13F portfolio, value $70,204,281.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 272,954 shares
    Change vs previous 13F -11,636 shares

    0.28% of the 13F portfolio, value $56,367,725.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 284,590 shares
    Change vs previous 13F +65,956 shares

    0.3% of the 13F portfolio, value $55,614,558.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 218,634 shares
    Change vs previous 13F +17,464 shares

    0.25% of the 13F portfolio, value $41,667,124.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 201,170 shares
    Change vs previous 13F +4,007 shares

    0.22% of the 13F portfolio, value $38,399,319.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 197,163 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $38,874,655.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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