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ALPHA CAPITAL ADVISORS INC /ADV: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALPHA CAPITAL ADVISORS INC /ADV on IVW, newest first. How the timeline and the estimate are built.

ALPHA CAPITAL ADVISORS INC /ADV held 52,060 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,060 shares
    Change vs previous 13F -589 shares

    6.18% of the 13F portfolio, value $7,159,751.

    13F-HR 0002063364-26-000271 filed by ALPHA CAPITAL ADVISORS INC /ADV
    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 52,649 shares
    Change vs previous 13F -1,458 shares

    5.67% of the 13F portfolio, value $5,955,106.

    13F-HR 0002063364-26-000165 filed by ALPHA CAPITAL ADVISORS INC /ADV
    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 54,107 shares
    Change vs previous 13F not available

    6.27% of the 13F portfolio, value $6,756,293.

    13F-HR 0002063364-26-000077 filed by ALPHA CAPITAL ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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