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Disclosery

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC: IVW position timeline

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

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC held 0 IVW shares at 2025-12-31 per its 13F-HR filed 2026-02-06.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,724 shares

    13F-HR 0001172661-26-000512 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 2,724 shares
    Change vs previous 13F -127 shares

    0.05% of the 13F portfolio, value $328,841.

    13F-HR 0001172661-25-004458 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, 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 2,851 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $313,895.

    13F-HR 0001172661-25-002640 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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