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Disclosery

Bare Financial Services, Inc: IVW position timeline

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

Bare Financial Services, Inc held 5,785 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,785 shares
    Change vs previous 13F -87 shares

    0.18% of the 13F portfolio, value $795,611.

    13F-HR 0002009426-26-000005 filed by Bare Financial Services, 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 5,872 shares
    Change vs previous 13F -81 shares

    0.18% of the 13F portfolio, value $664,182.

    13F-HR 0002009426-26-000004 filed by Bare Financial Services, 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 5,953 shares
    Change vs previous 13F -1,835 shares

    0.2% of the 13F portfolio, value $733,767.

    13F-HR 0002009426-26-000001 filed by Bare Financial Services, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 7,788 shares
    Change vs previous 13F -51 shares

    0.28% of the 13F portfolio, value $940,167.

    13F-HR 0002009426-25-000005 filed by Bare Financial Services, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 7,839 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $863,074.

    13F-HR 0001710537-25-000005 filed by Bare Financial Services, Inc
    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 7,839 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $727,694.

    13F-HR 0002009426-25-000003 filed by Bare Financial Services, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 7,839 shares
    Change vs previous 13F -341 shares

    0.32% of the 13F portfolio, value $795,894.

    13F-HR 0002009426-25-000001 filed by Bare Financial Services, Inc
    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 8,180 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $783,235.

    13F-HR 0002009426-24-000005 filed by Bare Financial Services, Inc
    Filed (acceptance time not in the bulk data set), ingested

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