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Disclosery

RFG Advisory, LLC: IVE position timeline

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

RFG Advisory, LLC held 9,579 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,579 shares
    Change vs previous 13F -3,580 shares

    0.03% of the 13F portfolio, value $2,174,947.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 13,159 shares
    Change vs previous 13F +6,423 shares

    0.05% of the 13F portfolio, value $2,778,515.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 6,736 shares
    Change vs previous 13F +494 shares

    0.03% of the 13F portfolio, value $1,428,606.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 6,242 shares
    Change vs previous 13F -184 shares

    0.03% of the 13F portfolio, value $1,289,044.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 6,426 shares
    Change vs previous 13F -8,171 shares

    0.03% of the 13F portfolio, value $1,255,798.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 14,597 shares
    Change vs previous 13F -9,632 shares

    0.08% of the 13F portfolio, value $2,781,986.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 24,229 shares
    Change vs previous 13F -1,949 shares

    0.13% of the 13F portfolio, value $4,624,823.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 26,178 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,161,501.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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