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Disclosery

Asset One Wealth Management LLC: IVW position timeline

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

Asset One Wealth Management LLC held 57,425 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,425 shares
    Change vs previous 13F -377 shares

    0.84% of the 13F portfolio, value $7,956,759.

    13F-HR 0002110759-26-000003 filed by Asset One Wealth Management 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 57,802 shares
    Change vs previous 13F +4,255 shares

    0.81% of the 13F portfolio, value $7,331,595.

    13F-HR 0002110759-26-000002 filed by Asset One Wealth Management 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 53,547 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $6,654,821.

    13F-HR 0002110759-26-000001 filed by Asset One Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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