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Adaptive Financial Consulting, LLC: IVW position timeline

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

Adaptive Financial Consulting, LLC held 182,539 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 182,539 shares
    Change vs previous 13F +1,745 shares

    8.79% of the 13F portfolio, value $25,104,595.

    13F-HR 0001804717-26-000003 filed by Adaptive Financial Consulting, 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 180,794 shares
    Change vs previous 13F +5,142 shares

    7.83% of the 13F portfolio, value $20,449,620.

    13F-HR 0001804717-26-000002 filed by Adaptive Financial Consulting, 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 175,652 shares
    Change vs previous 13F +3,266 shares

    8.42% of the 13F portfolio, value $21,650,904.

    13F-HR 0001804717-26-000001 filed by Adaptive Financial Consulting, 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 172,386 shares
    Change vs previous 13F -1,563 shares

    8.32% of the 13F portfolio, value $20,810,489.

    13F-HR 0001804717-25-000002 filed by Adaptive Financial Consulting, 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 173,949 shares
    Change vs previous 13F -9,739 shares

    8% of the 13F portfolio, value $19,151,820.

    13F-HR 0001085146-25-004766 filed by Adaptive Financial Consulting, 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 183,688 shares
    Change vs previous 13F -10,526 shares

    7.3% of the 13F portfolio, value $17,051,755.

    13F-HR 0001085146-25-002586 filed by Adaptive Financial Consulting, 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 194,214 shares
    Change vs previous 13F -1,886 shares

    8.18% of the 13F portfolio, value $19,718,540.

    13F-HR 0001085146-25-000717 filed by Adaptive Financial Consulting, LLC
    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 196,100 shares
    Change vs previous 13F not available

    7.65% of the 13F portfolio, value $18,776,574.

    13F-HR 0001085146-24-005395 filed by Adaptive Financial Consulting, LLC
    Filed (acceptance time not in the bulk data set), ingested

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