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Blackston Financial Advisory Group, LLC: IVW position timeline

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

Blackston Financial Advisory Group, LLC held 4,689 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,689 shares
    Change vs previous 13F -111 shares

    0.36% of the 13F portfolio, value $644,937.

    13F-HR 0001910984-26-000006 filed by Blackston Financial Advisory 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 4,800 shares
    Change vs previous 13F -63 shares

    0.34% of the 13F portfolio, value $542,969.

    13F-HR 0001910984-26-000005 filed by Blackston Financial Advisory 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 4,863 shares
    Change vs previous 13F +113 shares

    0.36% of the 13F portfolio, value $599,458.

    13F-HR 0001910984-26-000001 filed by Blackston Financial Advisory Group, 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/A 4,750 shares
    Change vs previous 13F -43 shares

    0.34% of the 13F portfolio, value $573,463.

    13F-HR/A 0001910984-26-000004 filed by Blackston Financial Advisory Group, 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/A 4,793 shares
    Change vs previous 13F -1,724 shares

    0.33% of the 13F portfolio, value $527,749.

    13F-HR/A 0001910984-26-000003 filed by Blackston Financial Advisory Group, 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/A 6,517 shares
    Change vs previous 13F -307 shares

    0.41% of the 13F portfolio, value $604,982.

    13F-HR/A 0001910984-26-000002 filed by Blackston Financial Advisory Group, 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 6,824 shares
    Change vs previous 13F -328 shares

    0.35% of the 13F portfolio, value $692,851.

    13F-HR 0001910984-25-000001 filed by Blackston Financial Advisory Group, 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 7,152 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $684,814.

    13F-HR 0001910984-24-000010 filed by Blackston Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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