Skip to content
Disclosery

Wedmont Private Capital: IVE position timeline

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

Wedmont Private Capital held 6,359 IVE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,359 shares
    Change vs previous 13F +1,007 shares

    0.04% of the 13F portfolio, value $1,476,494.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,352 shares
    Change vs previous 13F -110 shares

    0.03% of the 13F portfolio, value $1,233,582.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,462 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,181,212.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,462 shares
    Change vs previous 13F -55 shares

    0.04% of the 13F portfolio, value $1,169,797.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,517 shares
    Change vs previous 13F -1,759 shares

    0.04% of the 13F portfolio, value $1,146,929.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,276 shares
    Change vs previous 13F +266 shares

    0.06% of the 13F portfolio, value $1,439,360.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,010 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,249,973.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,010 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,319,092.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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