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Disclosery

Americana Partners, LLC: IVW position timeline

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

Americana Partners, LLC held 9,768 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,768 shares
    Change vs previous 13F -1 shares

    0.03% of the 13F portfolio, value $1,343,422.

    13F-HR 0001172661-26-003084 filed by Americana Partners, 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 9,769 shares
    Change vs previous 13F +174 shares

    0.03% of the 13F portfolio, value $1,104,972.

    13F-HR 0001172661-26-001697 filed by Americana Partners, 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 9,595 shares
    Change vs previous 13F -56 shares

    0.03% of the 13F portfolio, value $1,182,680.

    13F-HR 0001172661-26-000527 filed by Americana Partners, LLC
    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 9,651 shares
    Change vs previous 13F +59 shares

    0.04% of the 13F portfolio, value $1,165,069.

    13F-HR 0001172661-25-004484 filed by Americana Partners, LLC
    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 9,592 shares
    Change vs previous 13F +9,592 shares

    0.04% of the 13F portfolio, value $1,056,079.

    13F-HR 0001172661-25-002955 filed by Americana Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -3,383 shares

    13F-HR 0001172661-25-001686 filed by Americana Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 3,383 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $343,476.

    13F-HR 0001172661-25-000439 filed by Americana Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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