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Trail Ridge Investment Advisors, LLC: IVE position timeline

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

Trail Ridge Investment Advisors, LLC held 15,265 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,265 shares
    Change vs previous 13F -252 shares

    1.46% of the 13F portfolio, value $3,466,151.

    13F-HR 0001754960-26-000765 filed by Trail Ridge Investment 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 15,517 shares
    Change vs previous 13F +268 shares

    1.42% of the 13F portfolio, value $3,276,489.

    13F-HR 0001754960-26-000351 filed by Trail Ridge Investment 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 15,249 shares
    Change vs previous 13F +585 shares

    1.39% of the 13F portfolio, value $3,233,930.

    13F-HR 0001754960-26-000135 filed by Trail Ridge Investment 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 14,664 shares
    Change vs previous 13F +204 shares

    1.36% of the 13F portfolio, value $3,028,335.

    13F-HR 0001754960-25-000685 filed by Trail Ridge Investment 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 14,460 shares
    Change vs previous 13F -826 shares

    1.37% of the 13F portfolio, value $2,848,400.

    13F-HR 0001754960-25-000531 filed by Trail Ridge Investment 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 15,286 shares
    Change vs previous 13F -5,151 shares

    1.5% of the 13F portfolio, value $2,913,206.

    13F-HR 0001754960-25-000265 filed by Trail Ridge Investment 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 20,437 shares
    Change vs previous 13F +516 shares

    1.85% of the 13F portfolio, value $3,901,015.

    13F-HR 0001754960-25-000115 filed by Trail Ridge Investment 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 19,921 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $3,951,330.

    13F-HR 0001911013-24-000010 filed by Trail Ridge Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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