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Disclosery

Advus Financial Partners, LLC: IVW position timeline

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

Advus Financial Partners, LLC held 59,682 IVW shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 59,682 shares
    Change vs previous 13F -816 shares

    2.34% of the 13F portfolio, value $8,208,065.

    13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 60,498 shares
    Change vs previous 13F +4,256 shares

    2.59% of the 13F portfolio, value $6,842,929.

    13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F/A 56,242 shares
    Change vs previous 13F +1,174 shares

    2.49% of the 13F portfolio, value $6,932,389.

    13F-HR/A 0002150676-26-000042 filed by Advus Financial Partners, LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 55,068 shares
    Change vs previous 13F -1,605 shares

    2.47% of the 13F portfolio, value $6,647,809.

    13F-HR/A 0002150676-26-000041 filed by Advus Financial Partners, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F/A 56,673 shares
    Change vs previous 13F +2,395 shares

    2.46% of the 13F portfolio, value $6,239,697.

    13F-HR/A 0002150676-26-000040 filed by Advus Financial Partners, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F/A 54,278 shares
    Change vs previous 13F +2,238 shares

    2.16% of the 13F portfolio, value $5,038,627.

    13F-HR/A 0002150676-26-000039 filed by Advus Financial Partners, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F/A 52,040 shares
    Change vs previous 13F +16,400 shares

    2.26% of the 13F portfolio, value $5,283,621.

    13F-HR/A 0002150676-26-000038 filed by Advus Financial Partners, LLC
    Accepted , ingested

  8. period ended2024-09-30
    13F/A 35,640 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $3,412,530.

    13F-HR/A 0002150676-26-000037 filed by Advus Financial Partners, LLC
    Accepted , ingested