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Watts Gwilliam & Co., LLC: IVE position timeline

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

Watts Gwilliam & Co., LLC held 108,220 IVE shares at 2025-09-30 per its 13F-HR filed 2025-11-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 108,220 shares
    Change vs previous 13F -259 shares

    3.61% of the 13F portfolio, value $22,348,469.

    13F-HR 0001657733-25-000006 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 108,479 shares
    Change vs previous 13F +6,279 shares

    3.64% of the 13F portfolio, value $22,151,400.

    13F-HR 0001657733-25-000004 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 102,200 shares
    Change vs previous 13F +9,494 shares

    4.23% of the 13F portfolio, value $19,477,251.

    13F-HR 0001657733-25-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 92,706 shares
    Change vs previous 13F +10,039 shares

    3.74% of the 13F portfolio, value $17,707,851.

    13F-HR 0001657733-25-000001 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 82,667 shares
    Change vs previous 13F +5,078 shares

    3.53% of the 13F portfolio, value $16,164,750.

    13F-HR 0001657733-24-000005 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 77,589 shares
    Change vs previous 13F not available

    4.43% of the 13F portfolio, value $14,330,618.

    13F-HR 0001657733-24-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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