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Disclosery

Advisory Services Network, LLC: IVW position timeline

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

Advisory Services Network, LLC held 166,932 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,932 shares
    Change vs previous 13F +8,038 shares

    0.26% of the 13F portfolio, value $22,958,150.

    13F-HR 0001573876-26-000005 filed by Advisory Services Network, 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 158,894 shares
    Change vs previous 13F +6,767 shares

    0.24% of the 13F portfolio, value $17,972,503.

    13F-HR 0001573876-26-000004 filed by Advisory Services Network, 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 152,127 shares
    Change vs previous 13F +11,224 shares

    0.27% of the 13F portfolio, value $18,751,207.

    13F-HR 0001573876-26-000002 filed by Advisory Services Network, 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 140,903 shares
    Change vs previous 13F +1,442 shares

    0.25% of the 13F portfolio, value $17,009,761.

    13F-HR 0001573876-25-000020 filed by Advisory Services Network, 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 139,461 shares
    Change vs previous 13F -115,034 shares

    0.26% of the 13F portfolio, value $15,884,756.

    13F-HR 0001573876-25-000016 filed by Advisory Services Network, 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 254,495 shares
    Change vs previous 13F +3,099 shares

    0.45% of the 13F portfolio, value $23,624,830.

    13F-HR 0001573876-25-000014 filed by Advisory Services Network, 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 251,396 shares
    Change vs previous 13F +23,678 shares

    0.48% of the 13F portfolio, value $25,524,336.

    13F-HR 0001573876-25-000005 filed by Advisory Services Network, 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 227,718 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $21,073,030.

    13F-HR 0001573876-24-000011 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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