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BETO FINANCIAL GROUP, LLC: IVW position timeline

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

BETO FINANCIAL GROUP, LLC held 74,669 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,669 shares
    Change vs previous 13F +3,763 shares

    5.28% of the 13F portfolio, value $10,057,221.

    13F-HR 0001986152-26-000108 filed by BETO FINANCIAL GROUP, 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 70,906 shares
    Change vs previous 13F +5,540 shares

    5.56% of the 13F portfolio, value $9,507,839.

    13F-HR 0001986152-26-000080 filed by BETO FINANCIAL GROUP, 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 65,366 shares
    Change vs previous 13F not available

    5.48% of the 13F portfolio, value $8,123,662.

    13F-HR 0001986152-26-000021 filed by BETO FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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