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Rehmann Capital Advisory Group: IVE position timeline

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

Rehmann Capital Advisory Group held 740,561 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 740,561 shares
    Change vs previous 13F +23,850 shares

    7.7% of the 13F portfolio, value $168,177,489.

    13F-HR 0001633037-26-000003 filed by Rehmann Capital Advisory Group
    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 716,711 shares
    Change vs previous 13F +32,222 shares

    7.88% of the 13F portfolio, value $151,335,327.

    13F-HR 0001633037-26-000002 filed by Rehmann Capital Advisory Group
    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 684,489 shares
    Change vs previous 13F +28,170 shares

    7.59% of the 13F portfolio, value $145,674,423.

    13F-HR 0001633037-26-000001 filed by Rehmann Capital Advisory Group
    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 656,319 shares
    Change vs previous 13F +30,316 shares

    7.43% of the 13F portfolio, value $135,627,012.

    13F-HR 0001633037-25-000005 filed by Rehmann Capital Advisory Group
    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 626,003 shares
    Change vs previous 13F -8,063 shares

    7.41% of the 13F portfolio, value $122,333,568.

    13F-HR 0001633037-25-000004 filed by Rehmann Capital Advisory Group
    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 634,066 shares
    Change vs previous 13F +71,565 shares

    7.61% of the 13F portfolio, value $120,840,415.

    13F-HR 0001633037-25-000003 filed by Rehmann Capital Advisory Group
    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 562,501 shares
    Change vs previous 13F +6,197 shares

    6.8% of the 13F portfolio, value $107,366,469.

    13F-HR 0001633037-25-000001 filed by Rehmann Capital Advisory Group
    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 556,304 shares
    Change vs previous 13F not available

    7.17% of the 13F portfolio, value $109,714,591.

    13F-HR 0001633037-24-000005 filed by Rehmann Capital Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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