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Quadrant Private Wealth Management, LLC: IVE position timeline

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

Quadrant Private Wealth Management, LLC held 0 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -70,489 shares

    13F-HR 0001725547-26-000263 filed by Quadrant Private Wealth Management, LLC
    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 ended2026-03-31
    13F 70,489 shares
    Change vs previous 13F -2,518 shares

    2.3% of the 13F portfolio, value $14,883,703.

    13F-HR 0001725547-26-000168 filed by Quadrant Private Wealth Management, 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 73,007 shares
    Change vs previous 13F +21,669 shares

    2.54% of the 13F portfolio, value $15,482,606.

    13F-HR 0001725547-26-000052 filed by Quadrant Private Wealth Management, 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 51,338 shares
    Change vs previous 13F +3,290 shares

    1.94% of the 13F portfolio, value $10,601,708.

    13F-HR 0001725547-25-004204 filed by Quadrant Private Wealth Management, 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 48,048 shares
    Change vs previous 13F +2,895 shares

    1.95% of the 13F portfolio, value $9,389,583.

    13F-HR 0001725547-25-003656 filed by Quadrant Private Wealth Management, 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 45,153 shares
    Change vs previous 13F +9,926 shares

    2.14% of the 13F portfolio, value $8,605,290.

    13F-HR 0001725547-25-001943 filed by Quadrant Private Wealth Management, 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 35,227 shares
    Change vs previous 13F +1,178 shares

    1.65% of the 13F portfolio, value $6,724,130.

    13F-HR 0001725547-25-000268 filed by Quadrant Private Wealth Management, 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 34,049 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $6,713,441.

    13F-HR 0001725547-24-006345 filed by Quadrant Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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