SteelPeak Wealth, LLC: IVE position timeline

SteelPeak Wealth, LLC held 131,659 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 131,659 shares

   Change vs previous 13F -34,202 shares

   0.79% of the 13F portfolio, value $29,894,390.

   13F-HR 0001801868-26-000003 filed by SteelPeak Wealth, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 165,861 shares

   Change vs previous 13F -39,153 shares

   1.1% of the 13F portfolio, value $35,021,638.

   13F-HR 0001801868-26-000002 filed by SteelPeak Wealth, LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 205,014 shares

   Change vs previous 13F +59,432 shares

   1.43% of the 13F portfolio, value $43,477,329.

   13F-HR 0001801868-26-000001 filed by SteelPeak Wealth, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 145,582 shares

   Change vs previous 13F +3,832 shares

   1.01% of the 13F portfolio, value $30,064,133.

   13F-HR 0001801868-25-000003 filed by SteelPeak Wealth, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 141,750 shares

   Change vs previous 13F +18,998 shares

   1.08% of the 13F portfolio, value $27,700,763.

   13F-HR 0001221073-25-000064 filed by SteelPeak Wealth, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 122,752 shares

   Change vs previous 13F +42,936 shares

   1% of the 13F portfolio, value $23,393,983.

   13F-HR 0001221073-25-000042 filed by SteelPeak Wealth, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 79,816 shares

   Change vs previous 13F +2,809 shares

   0.63% of the 13F portfolio, value $15,235,202.

   13F-HR 0001221073-25-000006 filed by SteelPeak Wealth, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 77,007 shares

   Change vs previous 13F not available

   0.67% of the 13F portfolio, value $15,183,439.

   13F-HR 0001221073-24-000093 filed by SteelPeak Wealth, LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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