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Beacon Capital Management, LLC: IVW position timeline

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

Beacon Capital Management, LLC held 136,146 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,146 shares
    Change vs previous 13F +95,052 shares

    2.74% of the 13F portfolio, value $18,724,222.

    13F-HR 0002085853-26-000901 filed by Beacon Capital Management, 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 41,094 shares
    Change vs previous 13F +20,686 shares

    0.82% of the 13F portfolio, value $4,648,117.

    13F-HR 0001921487-26-000002 filed by Beacon Capital Management, 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 20,408 shares
    Change vs previous 13F +2,293 shares

    0.39% of the 13F portfolio, value $2,515,518.

    13F-HR 0001921487-26-000001 filed by Beacon Capital Management, 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 18,115 shares
    Change vs previous 13F -3,947 shares

    0.31% of the 13F portfolio, value $2,186,823.

    13F-HR 0001921487-25-000006 filed by Beacon Capital Management, 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 22,062 shares
    Change vs previous 13F -9,724 shares

    0.33% of the 13F portfolio, value $2,428,980.

    13F-HR 0001921487-25-000003 filed by Beacon Capital Management, 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 31,786 shares
    Change vs previous 13F -3,071 shares

    0.4% of the 13F portfolio, value $2,950,734.

    13F-HR 0001921487-25-000002 filed by Beacon Capital Management, 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 34,857 shares
    Change vs previous 13F -877 shares

    0.46% of the 13F portfolio, value $3,539,053.

    13F-HR 0001921487-25-000001 filed by Beacon Capital Management, 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 35,734 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,421,561.

    13F-HR 0001921487-24-000006 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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