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Asempa Wealth Advisors: IVW position timeline

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

Asempa Wealth Advisors held 28,815 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,815 shares
    Change vs previous 13F -94 shares

    3.2% of the 13F portfolio, value $4,107,024.

    13F-HR 0002099967-26-000004 filed by Asempa Wealth Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,909 shares
    Change vs previous 13F +2,698 shares

    3.03% of the 13F portfolio, value $3,975,808.

    13F-HR 0002099967-26-000003 filed by Asempa Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 26,211 shares
    Change vs previous 13F +640 shares

    2.62% of the 13F portfolio, value $3,003,990.

    13F-HR 0002099967-26-000002 filed by Asempa Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 25,571 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $3,151,877.

    13F-HR 0002099967-26-000001 filed by Asempa Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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