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Disclosery

Tidemark, LLC: IVE position timeline

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

Tidemark, LLC held 4,548 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,548 shares
    Change vs previous 13F -93 shares

    0.23% of the 13F portfolio, value $1,032,686.

    13F-HR 0002009591-26-000006 filed by Tidemark, 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 4,641 shares
    Change vs previous 13F -121 shares

    0.25% of the 13F portfolio, value $980,051.

    13F-HR 0002009591-26-000004 filed by Tidemark, 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 4,762 shares
    Change vs previous 13F -71,568 shares

    0.29% of the 13F portfolio, value $1,009,906.

    13F-HR 0002009591-26-000002 filed by Tidemark, 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 76,330 shares
    Change vs previous 13F +4,407 shares

    4.59% of the 13F portfolio, value $15,762,909.

    13F-HR 0002009591-25-000003 filed by Tidemark, 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 71,923 shares
    Change vs previous 13F +12,227 shares

    4.53% of the 13F portfolio, value $14,055,241.

    13F-HR 0001855205-25-000046 filed by Tidemark, 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 59,696 shares
    Change vs previous 13F +16,889 shares

    4.17% of the 13F portfolio, value $11,376,885.

    13F-HR 0001855205-25-000028 filed by Tidemark, 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 42,807 shares
    Change vs previous 13F +3,754 shares

    3.13% of the 13F portfolio, value $8,171,090.

    13F-HR 0001855205-25-000003 filed by Tidemark, 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 39,053 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $7,700,030.

    13F-HR 0001855205-24-000055 filed by Tidemark, LLC
    Filed (acceptance time not in the bulk data set), ingested

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