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Altura Wealth Advisors Inc.: IVOG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Altura Wealth Advisors Inc. on IVOG, newest first. How the timeline and the estimate are built.

Altura Wealth Advisors Inc. held 44,466 IVOG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,466 shares
    Change vs previous 13F +4,848 shares

    2.19% of the 13F portfolio, value $6,505,431.

    13F-HR 0001420506-26-001269 filed by Altura Wealth Advisors Inc.
    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 39,618 shares
    Change vs previous 13F +3,947 shares

    2.16% of the 13F portfolio, value $4,953,490.

    13F-HR 0001420506-26-000933 filed by Altura Wealth Advisors Inc.
    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 35,671 shares
    Change vs previous 13F +8,609 shares

    1.85% of the 13F portfolio, value $4,287,728.

    13F-HR 0001420506-26-000152 filed by Altura Wealth Advisors Inc.
    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 27,062 shares
    Change vs previous 13F +9,462 shares

    1.54% of the 13F portfolio, value $3,233,311.

    13F-HR 0001420506-25-003184 filed by Altura Wealth Advisors Inc.
    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 17,600 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,989,328.

    13F-HR 0001420506-25-001963 filed by Altura Wealth Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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