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Disclosery

5T Wealth, LLC: IVW position timeline

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

5T Wealth, LLC held 27,100 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,100 shares
    Change vs previous 13F -2,013 shares

    1.39% of the 13F portfolio, value $3,726,997.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, LLC
    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 29,113 shares
    Change vs previous 13F -11 shares

    1.3% of the 13F portfolio, value $3,293,022.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, LLC
    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 29,124 shares
    Change vs previous 13F +663 shares

    1.43% of the 13F portfolio, value $3,589,749.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, LLC
    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 28,461 shares
    Change vs previous 13F +2,362 shares

    1.5% of the 13F portfolio, value $3,435,732.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, LLC
    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 26,099 shares
    Change vs previous 13F +1,030 shares

    1.46% of the 13F portfolio, value $2,873,430.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, LLC
    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 25,069 shares
    Change vs previous 13F +3,237 shares

    1.32% of the 13F portfolio, value $2,327,102.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, LLC
    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 21,832 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $2,216,583.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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