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Strategies Wealth Advisors, LLC: IVE position timeline

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

Strategies Wealth Advisors, LLC held 7,041 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,041 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,598,721.

    13F-HR 0001976435-26-000004 filed by Strategies Wealth 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 7,041 shares
    Change vs previous 13F -480 shares

    0.15% of the 13F portfolio, value $1,486,697.

    13F-HR 0001976435-26-000003 filed by Strategies Wealth 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 7,521 shares
    Change vs previous 13F -24 shares

    0.16% of the 13F portfolio, value $1,595,056.

    13F-HR 0001976435-26-000001 filed by Strategies Wealth 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 7,545 shares
    Change vs previous 13F -3,464 shares

    0.16% of the 13F portfolio, value $1,558,098.

    13F-HR 0000905729-25-000182 filed by Strategies Wealth 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 11,009 shares
    Change vs previous 13F -1,063 shares

    0.24% of the 13F portfolio, value $2,151,458.

    13F-HR 0000905729-25-000134 filed by Strategies Wealth 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 12,072 shares
    Change vs previous 13F -25 shares

    0.28% of the 13F portfolio, value $2,300,665.

    13F-HR 0000905729-25-000093 filed by Strategies Wealth 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 12,097 shares
    Change vs previous 13F -1,109 shares

    0.29% of the 13F portfolio, value $2,362,567.

    13F-HR 0000905729-25-000031 filed by Strategies Wealth 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 13,206 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,603,839.

    13F-HR 0001976435-24-000007 filed by Strategies Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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