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Disclosery

Rodgers & Associates, LTD: IVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rodgers & Associates, LTD on IVE, newest first. How the timeline and the estimate are built.

Rodgers & Associates, LTD held 48,150 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,150 shares
    Change vs previous 13F -133 shares

    0.99% of the 13F portfolio, value $10,932,962.

    13F-HR 0001172661-26-002709 filed by Rodgers & Associates, LTD
    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 48,283 shares
    Change vs previous 13F -337 shares

    1.04% of the 13F portfolio, value $10,194,977.

    13F-HR 0001172661-26-001592 filed by Rodgers & Associates, LTD
    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 48,620 shares
    Change vs previous 13F -421 shares

    1.04% of the 13F portfolio, value $10,310,865.

    13F-HR 0001172661-26-000265 filed by Rodgers & Associates, LTD
    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 49,041 shares
    Change vs previous 13F +345 shares

    1.04% of the 13F portfolio, value $10,127,478.

    13F-HR 0001172661-25-004586 filed by Rodgers & Associates, LTD
    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 48,696 shares
    Change vs previous 13F -245 shares

    1.05% of the 13F portfolio, value $9,516,192.

    13F-HR 0001172661-25-002755 filed by Rodgers & Associates, LTD
    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 48,941 shares
    Change vs previous 13F +2,047 shares

    1.14% of the 13F portfolio, value $9,327,195.

    13F-HR 0001172661-25-001534 filed by Rodgers & Associates, LTD
    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 46,894 shares
    Change vs previous 13F +1,447 shares

    1.07% of the 13F portfolio, value $8,951,146.

    13F-HR 0001172661-25-000271 filed by Rodgers & Associates, LTD
    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 45,447 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $8,960,805.

    13F-HR 0001172661-24-004313 filed by Rodgers & Associates, LTD
    Filed (acceptance time not in the bulk data set), ingested

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