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Quantum Portfolio Management LLC: IVE position timeline

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

Quantum Portfolio Management LLC held 3,645 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,645 shares
    Change vs previous 13F +19 shares

    0.3% of the 13F portfolio, value $827,634.

    13F-HR 0001420506-26-001701 filed by Quantum Portfolio Management 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/A 3,626 shares
    Change vs previous 13F +88 shares

    0.33% of the 13F portfolio, value $765,630.

    13F-HR/A 0001172661-26-001580 filed by Quantum Portfolio 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 3,538 shares
    Change vs previous 13F -5,964 shares

    0.33% of the 13F portfolio, value $750,304.

    13F-HR 0001172661-26-000672 filed by Quantum Portfolio 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 9,502 shares
    Change vs previous 13F +4,431 shares

    0.58% of the 13F portfolio, value $1,962,258.

    13F-HR 0001172661-25-004476 filed by Quantum Portfolio 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 5,071 shares
    Change vs previous 13F -72 shares

    0.47% of the 13F portfolio, value $990,975.

    13F-HR 0001172661-25-003208 filed by Quantum Portfolio 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 5,143 shares
    Change vs previous 13F -6,726 shares

    0.5% of the 13F portfolio, value $980,153.

    13F-HR 0001172661-25-001852 filed by Quantum Portfolio 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 11,869 shares
    Change vs previous 13F +187 shares

    1.22% of the 13F portfolio, value $2,265,555.

    13F-HR 0001172661-25-000338 filed by Quantum Portfolio 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 11,682 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $2,303,340.

    13F-HR 0001172661-24-004357 filed by Quantum Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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