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Siligmueller & Norvid Wealth Advisors LLC: IVE position timeline

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

Siligmueller & Norvid Wealth Advisors LLC held 28,186 IVE shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 28,186 shares
    Change vs previous 13F +4,429 shares

    2.62% of the 13F portfolio, value $5,825,028.

    13F-HR 0001754960-25-000760 filed by Siligmueller & Norvid Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 23,757 shares
    Change vs previous 13F +617 shares

    1.81% of the 13F portfolio, value $4,669,438.

    13F-HR 0001754960-25-000460 filed by Siligmueller & Norvid Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 23,140 shares
    Change vs previous 13F +1,408 shares

    1.87% of the 13F portfolio, value $4,410,021.

    13F-HR 0001754960-25-000220 filed by Siligmueller & Norvid Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 21,732 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $4,148,204.

    13F-HR 0001754960-25-000095 filed by Siligmueller & Norvid Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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