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Aurora Private Wealth, Inc.: IVW position timeline

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

Aurora Private Wealth, Inc. held 10,953 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,953 shares
    Change vs previous 13F +151 shares

    0.96% of the 13F portfolio, value $1,506,000.

    13F-HR 0001802132-26-000003 filed by Aurora Private Wealth, 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 10,802 shares
    Change vs previous 13F -42 shares

    0.9% of the 13F portfolio, value $1,261,000.

    13F-HR 0001802132-26-000002 filed by Aurora Private Wealth, 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 10,844 shares
    Change vs previous 13F -797 shares

    0.88% of the 13F portfolio, value $1,336,000.

    13F-HR 0001802132-26-000001 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 11,641 shares
    Change vs previous 13F +115 shares

    0.95% of the 13F portfolio, value $1,282,000.

    13F-HR 0001802132-25-000004 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F/A 11,526 shares
    Change vs previous 13F +3,992 shares

    0.85% of the 13F portfolio, value $1,070,000.

    13F-HR/A 0001802132-25-000003 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 7,534 shares
    Change vs previous 13F -141 shares

    0.57% of the 13F portfolio, value $765,000.

    13F-HR 0001802132-25-000001 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 7,675 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $735,000.

    13F-HR 0001802132-24-000004 filed by Aurora Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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