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Disclosery

Avid Wealth Partners LLC: IVW position timeline

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

Avid Wealth Partners LLC held 66,139 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,139 shares
    Change vs previous 13F -30,447 shares

    4.4% of the 13F portfolio, value $9,096,094.

    13F-HR 0001992344-26-000007 filed by Avid Wealth Partners 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 96,586 shares
    Change vs previous 13F +6,452 shares

    5.16% of the 13F portfolio, value $10,924,878.

    13F-HR 0001992344-26-000005 filed by Avid Wealth Partners 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 90,134 shares
    Change vs previous 13F -31,142 shares

    5.43% of the 13F portfolio, value $11,109,923.

    13F-HR 0001992344-26-000003 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 121,276 shares
    Change vs previous 13F +2,333 shares

    7.28% of the 13F portfolio, value $14,640,446.

    13F-HR 0001992344-25-000009 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 118,943 shares
    Change vs previous 13F +11,915 shares

    7.49% of the 13F portfolio, value $13,095,593.

    13F-HR 0001992344-25-000005 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 107,028 shares
    Change vs previous 13F -6,724 shares

    6.74% of the 13F portfolio, value $9,935,455.

    13F-HR 0001992344-25-000003 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 113,752 shares
    Change vs previous 13F +1,185 shares

    8.21% of the 13F portfolio, value $11,549,290.

    13F-HR 0001992344-25-000002 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 112,567 shares
    Change vs previous 13F not available

    7.63% of the 13F portfolio, value $10,778,323.

    13F-HR 0001992344-24-000006 filed by Avid Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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