BEL AIR INVESTMENT ADVISORS LLC: IVW position timeline

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

BEL AIR INVESTMENT ADVISORS LLC held 8,408 IVW shares at 2021-06-30 per its 13F-HR filed 2021-08-16.

the latest 13F is the newest step

period ended2021-06-30
13F 8,408 shares
Change vs previous 13F -536 shares
0.02% of the 13F portfolio, value $612,000.
13F-HR 0001172661-21-001817 filed by BEL AIR INVESTMENT ADVISORS LLC
Filed 2021-08-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-03-31
13F 8,944 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $582,000.
13F-HR 0001172661-21-001260 filed by BEL AIR INVESTMENT ADVISORS LLC
Filed 2021-05-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).