Skip to content
Disclosery

Ridgeline Wealth, LLC: IEV position timeline

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

Ridgeline Wealth, LLC held 22,746 IEV shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,746 shares
    Change vs previous 13F -293 shares

    0.97% of the 13F portfolio, value $1,657,046.

    13F-HR 0001934226-26-000003 filed by Ridgeline Wealth, 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 23,039 shares
    Change vs previous 13F -184 shares

    1.12% of the 13F portfolio, value $1,565,282.

    13F-HR 0001934226-26-000002 filed by Ridgeline Wealth, 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 23,223 shares
    Change vs previous 13F -920 shares

    1.1% of the 13F portfolio, value $1,593,115.

    13F-HR 0001934226-26-000001 filed by Ridgeline Wealth, 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 24,143 shares
    Change vs previous 13F -10 shares

    1.17% of the 13F portfolio, value $1,580,906.

    13F-HR 0001934226-25-000008 filed by Ridgeline Wealth, 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 24,153 shares
    Change vs previous 13F -395 shares

    1.25% of the 13F portfolio, value $1,527,668.

    13F-HR 0001934226-25-000005 filed by Ridgeline Wealth, 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 24,548 shares
    Change vs previous 13F -171 shares

    1.21% of the 13F portfolio, value $1,428,685.

    13F-HR 0001934226-25-000003 filed by Ridgeline Wealth, 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 24,719 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,286,864.

    13F-HR 0001934226-25-000001 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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