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Disclosery

Advocate Investing Services LLC: IVW position timeline

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

Advocate Investing Services LLC held 549 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 549 shares
    Change vs previous 13F +320 shares

    0.06% of the 13F portfolio, value $75,508.

    13F-HR 0001420506-26-001324 filed by Advocate Investing 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 229 shares
    Change vs previous 13F +65 shares

    0.02% of the 13F portfolio, value $25,901.

    13F-HR 0001420506-26-000708 filed by Advocate Investing 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 164 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $20,217.

    13F-HR 0001420506-26-000331 filed by Advocate Investing Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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