Skip to content
Disclosery

RTD Financial Advisors, Inc.: IVE position timeline

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

RTD Financial Advisors, Inc. held 73,850 IVE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 73,850 shares
    Change vs previous 13F -684 shares

    1.84% of the 13F portfolio, value $16,858,553.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 74,534 shares
    Change vs previous 13F -347 shares

    1.85% of the 13F portfolio, value $16,923,753.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 74,881 shares
    Change vs previous 13F -1,713 shares

    1.94% of the 13F portfolio, value $15,811,170.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 76,594 shares
    Change vs previous 13F -2,739 shares

    1.98% of the 13F portfolio, value $16,243,327.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 79,333 shares
    Change vs previous 13F -291 shares

    1.97% of the 13F portfolio, value $16,383,081.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 79,624 shares
    Change vs previous 13F +8,487 shares

    1.99% of the 13F portfolio, value $15,560,133.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 71,137 shares
    Change vs previous 13F -4,621 shares

    1.82% of the 13F portfolio, value $13,557,290.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 75,758 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $14,460,688.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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