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SCS Capital Management LLC: IVE position timeline

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

SCS Capital Management LLC held 33,199 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,199 shares
    Change vs previous 13F +13 shares

    0.07% of the 13F portfolio, value $7,538,234.

    13F-HR 0001303159-26-000003 filed by SCS Capital 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 33,186 shares
    Change vs previous 13F -23 shares

    0.07% of the 13F portfolio, value $7,007,264.

    13F-HR 0001303159-26-000002 filed by SCS Capital 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 33,209 shares
    Change vs previous 13F -270 shares

    0.07% of the 13F portfolio, value $7,042,585.

    13F-HR 0001303159-26-000001 filed by SCS Capital 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 33,479 shares
    Change vs previous 13F +14 shares

    0.08% of the 13F portfolio, value $6,913,806.

    13F-HR 0001303159-25-000012 filed by SCS Capital 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 33,465 shares
    Change vs previous 13F -3,128 shares

    0.07% of the 13F portfolio, value $6,539,802.

    13F-HR 0001303159-25-000004 filed by SCS Capital 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/A 36,593 shares
    Change vs previous 13F +12,772 shares

    0.09% of the 13F portfolio, value $6,973,863.

    13F-HR/A 0001303159-25-000003 filed by SCS Capital 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 23,821 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $4,546,952.

    13F-HR 0001303159-25-000001 filed by SCS Capital 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 23,821 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,696,787.

    13F-HR 0001303159-24-000009 filed by SCS Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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