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1834 INVESTMENT ADVISORS CO: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1834 INVESTMENT ADVISORS CO on IVW, newest first. How the timeline and the estimate are built.

1834 INVESTMENT ADVISORS CO held 320,486 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 320,486 shares
    Change vs previous 13F -5,303 shares

    4.99% of the 13F portfolio, value $44,076,502.

    13F-HR 0001172661-26-002947 filed by 1834 INVESTMENT ADVISORS CO
    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 325,789 shares
    Change vs previous 13F -24,156 shares

    4.6% of the 13F portfolio, value $36,850,049.

    13F-HR 0001172661-26-001927 filed by 1834 INVESTMENT ADVISORS CO
    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 349,945 shares
    Change vs previous 13F -11,988 shares

    5.41% of the 13F portfolio, value $43,134,190.

    13F-HR 0001172661-26-000390 filed by 1834 INVESTMENT ADVISORS CO
    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 361,933 shares
    Change vs previous 13F -47,177 shares

    5.36% of the 13F portfolio, value $43,692,553.

    13F-HR 0001172661-25-004525 filed by 1834 INVESTMENT ADVISORS CO
    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 409,110 shares
    Change vs previous 13F -31,430 shares

    5.7% of the 13F portfolio, value $45,042,993.

    13F-HR 0001172661-25-002618 filed by 1834 INVESTMENT ADVISORS CO
    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 440,540 shares
    Change vs previous 13F -12,401 shares

    5.28% of the 13F portfolio, value $40,895,306.

    13F-HR 0001172661-25-001635 filed by 1834 INVESTMENT ADVISORS CO
    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 452,941 shares
    Change vs previous 13F -25,558 shares

    5.82% of the 13F portfolio, value $45,987,055.

    13F-HR 0001172661-25-000290 filed by 1834 INVESTMENT ADVISORS CO
    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 478,499 shares
    Change vs previous 13F not available

    5.33% of the 13F portfolio, value $45,816,323.

    13F-HR 0001172661-24-004407 filed by 1834 INVESTMENT ADVISORS CO
    Filed (acceptance time not in the bulk data set), ingested

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