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Disclosery

Smith Anglin Financial, LLC: IVE position timeline

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

Smith Anglin Financial, LLC held 70,623 IVE shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 70,623 shares
    Change vs previous 13F +13,723 shares

    1.25% of the 13F portfolio, value $13,801,062.

    13F-HR 0001553540-25-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 56,900 shares
    Change vs previous 13F +639 shares

    1.15% of the 13F portfolio, value $10,844,045.

    13F-HR 0001553540-25-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 56,261 shares
    Change vs previous 13F +78 shares

    1.01% of the 13F portfolio, value $10,739,152.

    13F-HR 0001553540-25-000001 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 56,183 shares
    Change vs previous 13F -161,699 shares

    1.07% of the 13F portfolio, value $11,077,680.

    13F-HR 0001553540-24-000006 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 217,882 shares
    Change vs previous 13F -23,107 shares

    4.01% of the 13F portfolio, value $39,656,671.

    13F-HR 0001553540-24-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 240,989 shares
    Change vs previous 13F -135,335 shares

    4.65% of the 13F portfolio, value $45,019,077.

    13F-HR 0001553540-24-000003 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 376,324 shares
    Change vs previous 13F +17,236 shares

    7.51% of the 13F portfolio, value $65,438,907.

    13F-HR 0001553540-24-000002 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 359,088 shares
    Change vs previous 13F not available

    6.72% of the 13F portfolio, value $55,242,066.

    13F-HR 0001553540-23-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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