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Disclosery

Align Financial, LLC: IVW position timeline

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

Align Financial, LLC held 3,237 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 3,237 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $445,185.

    13F-HR 0002089183-26-000003 filed by Align Financial, 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 3,237 shares
    Change vs previous 13F -395,756 shares

    0.21% of the 13F portfolio, value $366,137.

    13F-HR 0002089183-26-000002 filed by Align Financial, 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 398,993 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $398,993.

    13F-HR 0002089183-26-000001 filed by Align Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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