Skip to content
Disclosery

ACCREDITED INVESTOR SERVICES, LLC: IVW position timeline

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

ACCREDITED INVESTOR SERVICES, LLC held 2,308 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,308 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $317,419.

    13F-HR 0002028621-26-000004 filed by ACCREDITED INVESTOR SERVICES, 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 2,308 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $261,058.

    13F-HR 0002028621-26-000002 filed by ACCREDITED INVESTOR SERVICES, 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 2,308 shares
    Change vs previous 13F +4 shares

    0.19% of the 13F portfolio, value $284,484.

    13F-HR 0002028621-26-000001 filed by ACCREDITED INVESTOR SERVICES, 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 2,304 shares
    Change vs previous 13F -475 shares

    0.19% of the 13F portfolio, value $278,139.

    13F-HR 0002028621-25-000002 filed by ACCREDITED INVESTOR SERVICES, 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 2,779 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $305,968.

    13F-HR 0001085146-25-004156 filed by ACCREDITED INVESTOR SERVICES, 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 2,779 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $257,975.

    13F-HR 0001085146-25-002536 filed by ACCREDITED INVESTOR SERVICES, 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 2,779 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $282,152.

    13F-HR 0001085146-25-000996 filed by ACCREDITED INVESTOR SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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