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Disclosery

Willow Financial LLC: IVES position timeline

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

Willow Financial LLC held 252,923 IVES shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 252,923 shares
    Change vs previous 13F +156,620 shares

    7.27% of the 13F portfolio, value $7,175,426.

    13F-HR 0001951757-26-000653 filed by Willow 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 ended2025-12-31
    13F 96,303 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $3,044,138.

    13F-HR 0001951757-26-000666 filed by Willow Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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