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Disclosery

Austin Private Wealth, LLC: ICVT position timeline

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

Austin Private Wealth, LLC held 7,317 ICVT shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 7,317 shares
    Change vs previous 13F +932 shares

    0.05% of the 13F portfolio, value $720,732.

    13F-HR 0001172661-26-000230 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 6,385 shares
    Change vs previous 13F +548 shares

    0.05% of the 13F portfolio, value $638,819.

    13F-HR 0001172661-25-004325 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 5,837 shares
    Change vs previous 13F -5,282 shares

    0.04% of the 13F portfolio, value $525,914.

    13F-HR 0001172661-25-002847 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 11,119 shares
    Change vs previous 13F +2,185 shares

    0.08% of the 13F portfolio, value $929,660.

    13F-HR 0001172661-25-001646 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 8,934 shares
    Change vs previous 13F +3,177 shares

    0.07% of the 13F portfolio, value $759,080.

    13F-HR 0001172661-25-000335 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 5,757 shares
    Change vs previous 13F +64 shares

    0.05% of the 13F portfolio, value $481,646.

    13F-HR 0001172661-24-004415 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F/A 5,693 shares
    Change vs previous 13F +152 shares

    0.05% of the 13F portfolio, value $447,601.

    13F-HR/A 0001085146-24-003037 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 5,541 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $437,561.

    13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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