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Disclosery

WealthPoint Financial, LLC: IVE position timeline

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

WealthPoint Financial, LLC held 20,661 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,661 shares
    Change vs previous 13F -2,460 shares

    3.42% of the 13F portfolio, value $4,691,287.

    13F-HR 0002040860-26-000004 filed by WealthPoint Financial, 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/A 23,121 shares
    Change vs previous 13F +460 shares

    4.09% of the 13F portfolio, value $4,881,999.

    13F-HR/A 0002040860-26-000003 filed by WealthPoint Financial, 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 22,661 shares
    Change vs previous 13F not available

    4.18% of the 13F portfolio, value $4,805,718.

    13F-HR 0002040860-26-000001 filed by WealthPoint Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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