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Disclosery

Spectrum Wealth Counsel, LLC: IVE position timeline

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

Spectrum Wealth Counsel, LLC held 80,206 IVE shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 80,206 shares
    Change vs previous 13F +14,368 shares

    1.84% of the 13F portfolio, value $15,285,660.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 65,838 shares
    Change vs previous 13F -2,196 shares

    1.48% of the 13F portfolio, value $12,567,158.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 68,034 shares
    Change vs previous 13F +2,023 shares

    1.58% of the 13F portfolio, value $13,414,264.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 66,011 shares
    Change vs previous 13F +56,375 shares

    1.52% of the 13F portfolio, value $12,014,663.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 9,636 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,800,102.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 9,636 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,675,605.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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