Skip to content
Disclosery

VestGen Advisors, LLC: IVE position timeline

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

VestGen Advisors, LLC held 45,369 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,369 shares
    Change vs previous 13F -9,912 shares

    0.3% of the 13F portfolio, value $10,301,565.

    13F-HR 0002050130-26-000005 filed by VestGen 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 55,281 shares
    Change vs previous 13F +17,282 shares

    0.35% of the 13F portfolio, value $12,425,543.

    13F-HR 0002050130-26-000004 filed by VestGen 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 37,999 shares
    Change vs previous 13F -48,794 shares

    0.34% of the 13F portfolio, value $8,058,532.

    13F-HR 0002050130-26-000001 filed by VestGen 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 86,793 shares
    Change vs previous 13F +1,205 shares

    0.6% of the 13F portfolio, value $17,923,671.

    13F-HR 0002050130-25-000006 filed by VestGen 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 85,588 shares
    Change vs previous 13F +10,055 shares

    0.67% of the 13F portfolio, value $16,793,833.

    13F-HR 0002050130-25-000005 filed by VestGen 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 75,533 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $14,394,990.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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