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Disclosery

Axiom Advisory, LLC: IVW position timeline

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

Axiom Advisory, LLC held 208,261 IVW shares at 2024-09-30 per its 13F-HR filed 2024-10-07.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 208,261 shares
    Change vs previous 13F +3,395 shares

    0.18% of the 13F portfolio, value $19,228,065.

    13F-HR 0001085146-24-004671 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 204,866 shares
    Change vs previous 13F +201,615 shares

    0.19% of the 13F portfolio, value $17,661,742.

    13F-HR 0001085146-24-003745 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 3,251 shares
    Change vs previous 13F +3 shares

    0.2% of the 13F portfolio, value $274,553.

    13F-HR 0001085146-24-001794 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 3,248 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $243,944.

    13F-HR 0001085146-24-000547 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 3,247 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $222,175.

    13F-HR 0001085146-23-004414 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 3,247 shares
    Change vs previous 13F -28 shares

    0.2% of the 13F portfolio, value $228,864.

    13F-HR 0001085146-23-003172 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 3,275 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $210,690.

    13F-HR 0001085146-23-001825 filed by Axiom Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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