Skip to content
Disclosery

TSA Wealth Managment LLC: IVE position timeline

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

TSA Wealth Managment LLC held 42,476 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,476 shares
    Change vs previous 13F -14,687 shares

    2.73% of the 13F portfolio, value $9,644,675.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 57,163 shares
    Change vs previous 13F -5,882 shares

    3.9% of the 13F portfolio, value $12,070,037.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 63,045 shares
    Change vs previous 13F +20,845 shares

    4.43% of the 13F portfolio, value $13,369,953.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 42,200 shares
    Change vs previous 13F +199 shares

    2.97% of the 13F portfolio, value $8,714,722.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 42,001 shares
    Change vs previous 13F -14,201 shares

    3% of the 13F portfolio, value $8,207,835.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 56,202 shares
    Change vs previous 13F +14,955 shares

    4.26% of the 13F portfolio, value $10,710,977.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment 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 41,247 shares
    Change vs previous 13F -222 shares

    3.2% of the 13F portfolio, value $7,873,227.

    13F-HR 0001963669-25-000001 filed by TSA Wealth Managment 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 41,469 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $8,176,443.

    13F-HR 0001963669-24-000006 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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