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Resurgent Financial Advisors LLC: IVE position timeline

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

Resurgent Financial Advisors LLC held 6,067 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 6,067 shares
    Change vs previous 13F -1,025 shares

    0.39% of the 13F portfolio, value $1,377,573.

    13F-HR 0001912339-26-000004 filed by Resurgent Financial Advisors 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 7,092 shares
    Change vs previous 13F -1,045 shares

    0.55% of the 13F portfolio, value $1,497,476.

    13F-HR 0001912339-26-000002 filed by Resurgent Financial Advisors 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 8,137 shares
    Change vs previous 13F +2,281 shares

    0.87% of the 13F portfolio, value $1,725,614.

    13F-HR 0001912339-26-000001 filed by Resurgent Financial Advisors 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 5,856 shares
    Change vs previous 13F +111 shares

    0.59% of the 13F portfolio, value $1,209,323.

    13F-HR 0001912339-25-000002 filed by Resurgent Financial Advisors 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 5,745 shares
    Change vs previous 13F +341 shares

    0.62% of the 13F portfolio, value $1,122,688.

    13F-HR 0001085146-25-004779 filed by Resurgent Financial Advisors 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 5,404 shares
    Change vs previous 13F +1,509 shares

    0.62% of the 13F portfolio, value $1,029,894.

    13F-HR 0001085146-25-002603 filed by Resurgent Financial Advisors 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 3,895 shares
    Change vs previous 13F -913 shares

    0.44% of the 13F portfolio, value $743,478.

    13F-HR 0001085146-25-001342 filed by Resurgent Financial Advisors 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 4,808 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $947,993.

    13F-HR 0001994220-24-000027 filed by Resurgent Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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