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Disclosery

Asset Management Group, Inc.: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asset Management Group, Inc. on IVW, newest first. How the timeline and the estimate are built.

Asset Management Group, Inc. held 31,423 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,423 shares
    Change vs previous 13F -5,467 shares

    0.63% of the 13F portfolio, value $4,321,560.

    13F-HR 0001398344-26-014545 filed by Asset Management Group, 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 36,890 shares
    Change vs previous 13F -4,398 shares

    0.67% of the 13F portfolio, value $4,172,614.

    13F-HR 0001398344-26-009217 filed by Asset Management Group, 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 41,288 shares
    Change vs previous 13F -613 shares

    0.82% of the 13F portfolio, value $5,089,132.

    13F-HR 0001398344-26-003205 filed by Asset Management Group, 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 41,901 shares
    Change vs previous 13F -3,217 shares

    0.83% of the 13F portfolio, value $5,058,331.

    13F-HR 0001398344-25-020902 filed by Asset Management Group, 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 45,118 shares
    Change vs previous 13F -443 shares

    0.87% of the 13F portfolio, value $4,967,468.

    13F-HR 0001398344-25-015007 filed by Asset Management Group, Inc.
    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 45,561 shares
    Change vs previous 13F -1,259 shares

    0.78% of the 13F portfolio, value $4,229,449.

    13F-HR 0001398344-25-009344 filed by Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 46,820 shares
    Change vs previous 13F -933 shares

    0.85% of the 13F portfolio, value $4,753,657.

    13F-HR 0001398344-25-002772 filed by Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 47,753 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $4,572,331.

    13F-HR 0001398344-24-020430 filed by Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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