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Disclosery

TRUE Private Wealth Advisors: IVE position timeline

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

TRUE Private Wealth Advisors held 11,411 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,411 shares
    Change vs previous 13F -193 shares

    0.22% of the 13F portfolio, value $2,591,061.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 11,604 shares
    Change vs previous 13F -59 shares

    0.23% of the 13F portfolio, value $2,450,278.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 11,663 shares
    Change vs previous 13F -178 shares

    0.25% of the 13F portfolio, value $2,473,342.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 11,841 shares
    Change vs previous 13F +219 shares

    0.25% of the 13F portfolio, value $2,445,467.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 11,622 shares
    Change vs previous 13F -1,944 shares

    0.26% of the 13F portfolio, value $2,271,196.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 13,566 shares
    Change vs previous 13F -666 shares

    0.31% of the 13F portfolio, value $2,585,424.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 14,232 shares
    Change vs previous 13F -3,638 shares

    0.33% of the 13F portfolio, value $2,716,644.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 17,870 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,523,561.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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