TRAPHAGEN INVESTMENT ADVISORS LLC: IVE position timeline

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

TRAPHAGEN INVESTMENT ADVISORS LLC held 2,241 IVE shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

period ended2026-09-30
13F 2,241 shares
Change vs previous 13F +191 shares
0.04% of the 13F portfolio, value $511,496.
13F-HR 0002023380-26-000005 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
Accepted 2026-10-14 12:15:05 UTC, ingested 2026-10-14 12:15:28 UTC
period ended2026-06-30
13F 2,050 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $465,574.
13F-HR 0002023380-26-000003 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
Filed 2026-07-16 (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).