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Disclosery

Austin Private Wealth, LLC: IVW position timeline

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

Austin Private Wealth, LLC held 482,689 IVW 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 482,689 shares
    Change vs previous 13F +4,058 shares

    4.46% of the 13F portfolio, value $59,496,269.

    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 478,631 shares
    Change vs previous 13F -53,552 shares

    4.45% of the 13F portfolio, value $57,780,362.

    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 532,183 shares
    Change vs previous 13F -93,842 shares

    4.64% of the 13F portfolio, value $58,593,355.

    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 626,025 shares
    Change vs previous 13F +43,588 shares

    5.22% of the 13F portfolio, value $58,113,891.

    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 582,437 shares
    Change vs previous 13F +12,412 shares

    5.55% of the 13F portfolio, value $59,134,797.

    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 570,025 shares
    Change vs previous 13F +8,792 shares

    5.35% of the 13F portfolio, value $54,579,938.

    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 561,233 shares
    Change vs previous 13F +239,556 shares

    5.59% of the 13F portfolio, value $51,936,520.

    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 321,677 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $27,120,594.

    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).