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Disclosery

AtlasMark Financial, Inc: IVW position timeline

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

AtlasMark Financial, Inc held 92,200 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 92,200 shares
    Change vs previous 13F +8,419 shares

    6.41% of the 13F portfolio, value $13,116,372.

    13F-HR 0001214659-26-012802 filed by AtlasMark Financial, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 83,781 shares
    Change vs previous 13F +32,307 shares

    5.67% of the 13F portfolio, value $11,522,401.

    13F-HR 0001214659-26-010450 filed by AtlasMark Financial, Inc
    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 51,474 shares
    Change vs previous 13F 0 shares

    4.1% of the 13F portfolio, value $6,344,685.

    13F-HR 0001214659-26-004946 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 51,474 shares
    Change vs previous 13F +4,394 shares

    4.1% of the 13F portfolio, value $6,344,685.

    13F-HR 0001214659-26-004945 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 47,080 shares
    Change vs previous 13F +15,491 shares

    3.8% of the 13F portfolio, value $5,683,498.

    13F-HR 0001214659-26-004944 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 31,589 shares
    Change vs previous 13F +12,532 shares

    2.65% of the 13F portfolio, value $3,477,949.

    13F-HR 0001214659-26-004943 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 19,057 shares
    Change vs previous 13F +1,618 shares

    1.64% of the 13F portfolio, value $1,769,061.

    13F-HR 0001214659-26-004942 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 17,439 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $1,770,582.

    13F-HR 0001214659-26-004941 filed by AtlasMark Financial, Inc
    Filed (acceptance time not in the bulk data set), ingested

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