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Disclosery

Berman McAleer LLC: IVW position timeline

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

Berman McAleer LLC held 9,325 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,325 shares
    Change vs previous 13F -820 shares

    0.15% of the 13F portfolio, value $1,282,467.

    13F-HR 0002094332-26-000003 filed by Berman McAleer 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 10,145 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,147,501.

    13F-HR 0002094332-26-000002 filed by Berman McAleer 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 10,145 shares
    Change vs previous 13F -974 shares

    0.17% of the 13F portfolio, value $1,250,473.

    13F-HR 0002094332-26-000001 filed by Berman McAleer 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 11,119 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,342,286.

    13F-HR 0002094332-25-000001 filed by Berman McAleer LLC
    Filed (acceptance time not in the bulk data set), ingested

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