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Disclosery

AA Financial Advisors, LLC: IVW position timeline

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

AA Financial Advisors, LLC held 3,822 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,822 shares
    Change vs previous 13F +110 shares

    0.06% of the 13F portfolio, value $525,579.

    13F-HR 0002085853-26-000768 filed by AA Financial Advisors, 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 3,712 shares
    Change vs previous 13F +742 shares

    0.06% of the 13F portfolio, value $419,820.

    13F-HR 0002085853-26-000433 filed by AA Financial Advisors, 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 2,970 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $366,058.

    13F-HR 0002085853-26-000032 filed by AA Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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