O'Brien Greene & Co. Inc IE — Ivanhoe Electric Ord Shs

Ownership history in O'Brien Greene & Co. Inc  ·  4 quarters on record

AI Ownership Summary

O'Brien Greene & Co. Inc reported Ivanhoe Electric Ord Shs (IE) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.2% in 2025 Q4. The latest visible filing shows IE at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was O'Brien Greene & Co. Inc's position in Ivanhoe Electric Ord Shs, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

IE was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IE stock page O'Brien Greene & Co. Inc fund profile O'Brien Greene & Co. Inc full holdings
How O'Brien Greene & Co. Inc held IE — position size vs. price
% of Fund (quarterly)    IE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 44,731 +400 +0.9% 0.12% $444K 2026-11-05 $7.03
2026 Q2 UNCHANGED — — — 44,331 — 0% 0.12% $426K 2026-08-06 $10.70
2026 Q1 ADDED — — — 44,331 +2,425 +5.8% 0.15% $524K 2026-05-06 $13.64
2025 Q4 INITIATED — — — 41,906 — — 0.20% $670K 2026-02-05 $16.47

🏢 Other funds also holding IE

As of 2026 Q3 — sorted by position size

Impala Asset Management LLC 3Y 7Y 2.64% Tannin Capital LLC 0.48% Euro Pacific Asset Management, LLC 3Y 0.37% Stanley-Laman Group, Ltd. 3Y 7Y 0.36% GLOBAL STRATEGIC MANAGEMENT INC 3Y 7Y 0.27% FNY Investment Advisers, LLC 3Y 7Y 0.21% Themes Management Co LLC 0.12% MQS Management LLC 3Y 0.07% U S GLOBAL INVESTORS INC 3Y 7Y 0.05% Cordoba Advisory Partners LLC 0.05%

FAQ About O'Brien Greene & Co. Inc and IE

These are the practical questions this page is built to answer before you even open the full history table.

How long has O'Brien Greene & Co. Inc reported owning IE?

O'Brien Greene & Co. Inc reported IE across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported IE position in O'Brien Greene & Co. Inc's portfolio?

The largest reported portfolio weight for IE was 0.20% in 2025 Q4.

What is the latest reported IE position on this page?

The most recent filing on this page is 2026 Q3, when O'Brien Greene & Co. Inc reported 44,731 shares, equal to 0.12% of portfolio, with an estimated market value of $444K.

What does the chart on this IE ownership page compare?

The chart compares O'Brien Greene & Co. Inc's quarterly IE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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