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Disclosery

W ADVISORS, LLC: IVE position timeline

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

W ADVISORS, LLC held 26,920 IVE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,920 shares
    Change vs previous 13F -2,387 shares

    2.78% of the 13F portfolio, value $6,112,472.

    13F-HR 0001172661-26-002980 filed by W 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 29,307 shares
    Change vs previous 13F -1,144 shares

    3.17% of the 13F portfolio, value $6,188,400.

    13F-HR 0001172661-26-001570 filed by W 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 30,451 shares
    Change vs previous 13F +3,532 shares

    3.25% of the 13F portfolio, value $6,457,759.

    13F-HR 0001172661-26-000770 filed by W 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 26,919 shares
    Change vs previous 13F +150 shares

    2.93% of the 13F portfolio, value $5,559,057.

    13F-HR 0001172661-25-004935 filed by W 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 26,769 shares
    Change vs previous 13F +928 shares

    3% of the 13F portfolio, value $5,231,212.

    13F-HR 0001172661-25-002933 filed by W 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 25,841 shares
    Change vs previous 13F +1,414 shares

    3.08% of the 13F portfolio, value $4,924,792.

    13F-HR 0001172661-25-001769 filed by W ADVISORS, 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 24,427 shares
    Change vs previous 13F -1,671 shares

    2.88% of the 13F portfolio, value $4,662,639.

    13F-HR 0001172661-25-000311 filed by W ADVISORS, 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 26,098 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $5,145,757.

    13F-HR 0001172661-24-004378 filed by W ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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