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Disclosery

RCS Financial Planning, LLC: IVE position timeline

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

RCS Financial Planning, LLC held 4,344 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,344 shares
    Change vs previous 13F -510 shares

    0.47% of the 13F portfolio, value $986,349.

    13F-HR 0001963347-26-000003 filed by RCS Financial Planning, 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 4,854 shares
    Change vs previous 13F -19,841 shares

    0.53% of the 13F portfolio, value $1,024,922.

    13F-HR 0001963347-26-000002 filed by RCS Financial Planning, 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 24,695 shares
    Change vs previous 13F +8,230 shares

    2.26% of the 13F portfolio, value $5,237,061.

    13F-HR 0001963347-26-000001 filed by RCS Financial Planning, 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 16,465 shares
    Change vs previous 13F +2,205 shares

    1.51% of the 13F portfolio, value $3,400,169.

    13F-HR 0001963347-25-000003 filed by RCS Financial Planning, 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 14,260 shares
    Change vs previous 13F +3,402 shares

    1.39% of the 13F portfolio, value $2,786,631.

    13F-HR 0001085146-25-004205 filed by RCS Financial Planning, 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 10,858 shares
    Change vs previous 13F +3,246 shares

    1.09% of the 13F portfolio, value $2,069,410.

    13F-HR 0001085146-25-002334 filed by RCS Financial Planning, 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 7,612 shares
    Change vs previous 13F -214 shares

    0.77% of the 13F portfolio, value $1,453,069.

    13F-HR 0001085146-25-000421 filed by RCS Financial Planning, 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 7,826 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,542,966.

    13F-HR 0001085146-24-005060 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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