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Scissortail Wealth Management, LLC: IVE position timeline

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

Scissortail Wealth Management, LLC held 103,271 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,271 shares
    Change vs previous 13F -7,755 shares

    4.51% of the 13F portfolio, value $23,448,672.

    13F-HR 0001906793-26-000003 filed by Scissortail Wealth Management, 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 111,026 shares
    Change vs previous 13F +44,724 shares

    4.71% of the 13F portfolio, value $23,443,113.

    13F-HR 0001906793-26-000002 filed by Scissortail Wealth Management, 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 66,302 shares
    Change vs previous 13F +1,236 shares

    3.21% of the 13F portfolio, value $14,060,722.

    13F-HR 0001906793-26-000001 filed by Scissortail Wealth Management, 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 65,066 shares
    Change vs previous 13F +8,144 shares

    2.93% of the 13F portfolio, value $13,436,715.

    13F-HR 0001906793-25-000006 filed by Scissortail Wealth Management, 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 56,922 shares
    Change vs previous 13F +2,051 shares

    2.67% of the 13F portfolio, value $11,124,170.

    13F-HR 0001906793-25-000004 filed by Scissortail Wealth Management, 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 54,871 shares
    Change vs previous 13F +6,965 shares

    2.69% of the 13F portfolio, value $10,457,367.

    13F-HR 0001906793-25-000002 filed by Scissortail Wealth Management, 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 47,906 shares
    Change vs previous 13F +47,096 shares

    2.34% of the 13F portfolio, value $9,144,315.

    13F-HR 0001906793-25-000001 filed by Scissortail Wealth Management, 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 810 shares
    Change vs previous 13F not available

    5.17% of the 13F portfolio, value $9,190,069.

    13F-HR 0001906793-24-000005 filed by Scissortail Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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