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Disclosery

VICUS CAPITAL: IVE position timeline

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

VICUS CAPITAL held 32,111 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,111 shares
    Change vs previous 13F -73 shares

    0.47% of the 13F portfolio, value $7,291,030.

    13F-HR 0001544806-26-000005 filed by VICUS CAPITAL
    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 32,184 shares
    Change vs previous 13F -852 shares

    0.5% of the 13F portfolio, value $6,795,598.

    13F-HR 0001544806-26-000004 filed by VICUS CAPITAL
    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 33,036 shares
    Change vs previous 13F +171 shares

    0.53% of the 13F portfolio, value $7,005,881.

    13F-HR 0001544806-26-000001 filed by VICUS CAPITAL
    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 32,865 shares
    Change vs previous 13F -212 shares

    0.52% of the 13F portfolio, value $6,786,863.

    13F-HR 0001544806-25-000008 filed by VICUS CAPITAL
    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 33,077 shares
    Change vs previous 13F +119 shares

    0.54% of the 13F portfolio, value $6,463,912.

    13F-HR 0001544806-25-000005 filed by VICUS CAPITAL
    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 32,958 shares
    Change vs previous 13F -435 shares

    0.58% of the 13F portfolio, value $6,281,083.

    13F-HR 0001544806-25-000004 filed by VICUS CAPITAL
    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 33,393 shares
    Change vs previous 13F -472 shares

    0.57% of the 13F portfolio, value $6,373,966.

    13F-HR 0001544806-25-000003 filed by VICUS CAPITAL
    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 33,865 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $6,677,134.

    13F-HR 0001544806-24-000005 filed by VICUS CAPITAL
    Filed (acceptance time not in the bulk data set), ingested

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