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St. Clair Advisors, LLC: IVE position timeline

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

St. Clair Advisors, LLC held 14,189 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,189 shares
    Change vs previous 13F -330 shares

    0.83% of the 13F portfolio, value $3,221,754.

    13F-HR 0002056292-26-000003 filed by St. Clair 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 ended2026-03-31
    13F 14,519 shares
    Change vs previous 13F -1,150 shares

    0.82% of the 13F portfolio, value $3,065,686.

    13F-HR 0002056292-26-000002 filed by St. Clair 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 ended2025-12-31
    13F 15,669 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $3,322,924.

    13F-HR 0002056292-26-000001 filed by St. Clair 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 ended2025-09-30
    13F 15,669 shares
    Change vs previous 13F -1,425 shares

    0.86% of the 13F portfolio, value $3,235,805.

    13F-HR 0002056292-25-000026 filed by St. Clair Advisors, 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 17,094 shares
    Change vs previous 13F -1,559 shares

    0.87% of the 13F portfolio, value $3,340,509.

    13F-HR 0002056292-25-000024 filed by St. Clair Advisors, 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 18,653 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $3,554,889.

    13F-HR 0002056292-25-000021 filed by St. Clair Advisors, 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 18,653 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $3,560,484.

    13F-HR 0002056292-25-000003 filed by St. Clair Advisors, 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 18,653 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $3,677,812.

    13F-HR 0002056292-25-000020 filed by St. Clair Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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