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World Investment Advisors: IVE position timeline

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

World Investment Advisors held 225,386 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 225,386 shares
    Change vs previous 13F -13,241 shares

    0.8% of the 13F portfolio, value $48,300,612.

    13F-HR 0001062993-26-004335 filed by World Investment Advisors
    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 238,627 shares
    Change vs previous 13F -1,514 shares

    0.81% of the 13F portfolio, value $50,385,943.

    13F-HR 0001062993-26-002164 filed by World Investment Advisors
    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/A 240,141 shares
    Change vs previous 13F +223,786 shares

    0.84% of the 13F portfolio, value $50,926,601.

    13F-HR/A 0001062993-26-001415 filed by World Investment Advisors
    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 16,355 shares
    Change vs previous 13F +1,157 shares

    0.07% of the 13F portfolio, value $3,377,495.

    13F-HR 0001062993-25-016083 filed by World Investment Advisors
    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 15,198 shares
    Change vs previous 13F -196,845 shares

    0.07% of the 13F portfolio, value $2,970,030.

    13F-HR 0001062993-25-013474 filed by World Investment Advisors
    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 212,043 shares
    Change vs previous 13F +203,655 shares

    1.05% of the 13F portfolio, value $40,411,189.

    13F-HR 0001062993-25-008161 filed by World Investment Advisors
    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 8,388 shares
    Change vs previous 13F -103,915 shares

    0.04% of the 13F portfolio, value $1,601,096.

    13F-HR 0001062993-25-002205 filed by World Investment Advisors
    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/A 112,303 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $22,220,195.

    13F-HR/A 0001062993-24-019612 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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