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ADG Wealth Management Group, LLC: IVW position timeline

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

ADG Wealth Management Group, LLC held 240,689 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,689 shares
    Change vs previous 13F -4,872 shares

    21.02% of the 13F portfolio, value $33,102,018.

    13F-HR 0002053824-26-000004 filed by ADG Wealth Management Group, 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 245,561 shares
    Change vs previous 13F +5,147 shares

    19.19% of the 13F portfolio, value $27,775,413.

    13F-HR 0002053824-26-000002 filed by ADG Wealth Management Group, 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 240,414 shares
    Change vs previous 13F -750 shares

    22.45% of the 13F portfolio, value $29,633,404.

    13F-HR 0002053824-26-000001 filed by ADG Wealth Management Group, 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 241,164 shares
    Change vs previous 13F -2,209 shares

    23.14% of the 13F portfolio, value $29,113,317.

    13F-HR 0002053824-25-000006 filed by ADG Wealth Management Group, 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 243,373 shares
    Change vs previous 13F +37,468 shares

    22.81% of the 13F portfolio, value $26,795,410.

    13F-HR 0002053824-25-000005 filed by ADG Wealth Management Group, 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 205,905 shares
    Change vs previous 13F -2,780 shares

    18.02% of the 13F portfolio, value $19,114,129.

    13F-HR 0002053824-25-000003 filed by ADG Wealth Management Group, 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 208,685 shares
    Change vs previous 13F not available

    18.81% of the 13F portfolio, value $21,187,768.

    13F-HR 0002053824-25-000002 filed by ADG Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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