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Tripletail Wealth Management, LLC: IVES position timeline

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

Tripletail Wealth Management, LLC held 30,180 IVES 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 30,180 shares
    Change vs previous 13F +17,600 shares

    1.29% of the 13F portfolio, value $1,125,110.

    13F-HR 0002079812-26-000003 filed by Tripletail Wealth Management, 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 12,580 shares
    Change vs previous 13F +10,480 shares

    0.49% of the 13F portfolio, value $362,304.

    13F-HR 0002079812-26-000002 filed by Tripletail Wealth Management, 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 2,100 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $66,381.

    13F-HR 0002079812-26-000001 filed by Tripletail Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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