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BCU Wealth Advisors, LLC: IVW position timeline

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

BCU Wealth Advisors, LLC held 30,732 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,732 shares
    Change vs previous 13F +727 shares

    1.4% of the 13F portfolio, value $4,226,568.

    13F-HR 0002085853-26-000728 filed by BCU Wealth Advisors, 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 30,005 shares
    Change vs previous 13F +1,482 shares

    1.27% of the 13F portfolio, value $3,393,853.

    13F-HR 0002085853-26-000432 filed by BCU Wealth 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 ended2025-12-31
    13F 28,523 shares
    Change vs previous 13F -569 shares

    1.35% of the 13F portfolio, value $3,515,696.

    13F-HR 0002085853-26-000157 filed by BCU Wealth Advisors, 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 29,092 shares
    Change vs previous 13F -3,348 shares

    1.42% of the 13F portfolio, value $3,511,991.

    13F-HR 0002085853-25-000102 filed by BCU Wealth Advisors, 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 32,440 shares
    Change vs previous 13F +2,974 shares

    1.6% of the 13F portfolio, value $3,571,673.

    13F-HR 0001667731-25-000866 filed by BCU Wealth Advisors, 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 29,466 shares
    Change vs previous 13F +4,694 shares

    1.42% of the 13F portfolio, value $2,735,300.

    13F-HR 0001667731-25-000449 filed by BCU Wealth Advisors, 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 24,772 shares
    Change vs previous 13F -1,133 shares

    1.44% of the 13F portfolio, value $2,515,057.

    13F-HR 0001667731-25-000174 filed by BCU Wealth Advisors, 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 25,905 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $2,480,441.

    13F-HR 0002003570-24-000006 filed by BCU Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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