Skip to content
Disclosery

Stegner Investment Associates Inc.: IVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stegner Investment Associates Inc. on IVE, newest first. How the timeline and the estimate are built.

Stegner Investment Associates Inc. held 16,086 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,086 shares
    Change vs previous 13F -172 shares

    1.74% of the 13F portfolio, value $3,652,374.

    13F-HR 0001907433-26-000003 filed by Stegner Investment Associates Inc.
    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 16,258 shares
    Change vs previous 13F -46 shares

    1.88% of the 13F portfolio, value $3,432,771.

    13F-HR 0001907433-26-000002 filed by Stegner Investment Associates Inc.
    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 16,304 shares
    Change vs previous 13F +49 shares

    1.84% of the 13F portfolio, value $3,457,483.

    13F-HR 0001907433-26-000001 filed by Stegner Investment Associates Inc.
    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 16,255 shares
    Change vs previous 13F -263 shares

    1.84% of the 13F portfolio, value $3,356,717.

    13F-HR 0001907433-25-000004 filed by Stegner Investment Associates Inc.
    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 16,518 shares
    Change vs previous 13F +78 shares

    1.98% of the 13F portfolio, value $3,227,850.

    13F-HR 0001907433-25-000002 filed by Stegner Investment Associates Inc.
    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 16,440 shares
    Change vs previous 13F -674 shares

    2.19% of the 13F portfolio, value $3,133,040.

    13F-HR 0001172661-25-001573 filed by Stegner Investment Associates Inc.
    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 17,114 shares
    Change vs previous 13F -99 shares

    2.16% of the 13F portfolio, value $3,266,625.

    13F-HR 0001172661-25-000529 filed by Stegner Investment Associates Inc.
    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 17,213 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $3,393,789.

    13F-HR 0001172661-24-004244 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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