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Raab & Moskowitz Asset Management LLC: IVE position timeline

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

Raab & Moskowitz Asset Management LLC held 1,555 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,555 shares
    Change vs previous 13F -87 shares

    0.07% of the 13F portfolio, value $353,078.

    13F-HR 0001172661-26-002860 filed by Raab & Moskowitz Asset 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 1,642 shares
    Change vs previous 13F -29 shares

    0.08% of the 13F portfolio, value $346,708.

    13F-HR 0001172661-26-002433 filed by Raab & Moskowitz Asset 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 1,671 shares
    Change vs previous 13F -75 shares

    0.08% of the 13F portfolio, value $354,369.

    13F-HR 0001172661-26-000221 filed by Raab & Moskowitz Asset 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 1,746 shares
    Change vs previous 13F +632 shares

    0.08% of the 13F portfolio, value $360,566.

    13F-HR 0001172661-25-005201 filed by Raab & Moskowitz Asset 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 1,114 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $217,698.

    13F-HR 0001172661-25-003142 filed by Raab & Moskowitz Asset 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 1,114 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $212,306.

    13F-HR 0001172661-25-001920 filed by Raab & Moskowitz Asset 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 1,114 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $212,640.

    13F-HR 0001172661-25-000410 filed by Raab & Moskowitz Asset 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 1,114 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $219,647.

    13F-HR 0001172661-24-005340 filed by Raab & Moskowitz Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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