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Blankinship & Foster, LLC: IVW position timeline

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

Blankinship & Foster, LLC held 7,051 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,051 shares
    Change vs previous 13F -2,161 shares

    0.2% of the 13F portfolio, value $969,771.

    13F-HR 0001580642-26-004739 filed by Blankinship & Foster, 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 9,212 shares
    Change vs previous 13F -1,010 shares

    0.23% of the 13F portfolio, value $1,042,006.

    13F-HR 0001580642-26-002557 filed by Blankinship & Foster, 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 10,222 shares
    Change vs previous 13F -690 shares

    0.27% of the 13F portfolio, value $1,260,002.

    13F-HR 0001580642-26-000390 filed by Blankinship & Foster, 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 10,912 shares
    Change vs previous 13F -218 shares

    0.29% of the 13F portfolio, value $1,317,333.

    13F-HR 0001580642-25-006944 filed by Blankinship & Foster, 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 11,130 shares
    Change vs previous 13F -588 shares

    0.29% of the 13F portfolio, value $1,225,444.

    13F-HR 0001580642-25-005009 filed by Blankinship & Foster, 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 11,718 shares
    Change vs previous 13F -2,327 shares

    0.27% of the 13F portfolio, value $1,087,806.

    13F-HR 0001580642-25-002883 filed by Blankinship & Foster, 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 14,045 shares
    Change vs previous 13F -253 shares

    0.35% of the 13F portfolio, value $1,426,014.

    13F-HR 0001580642-25-000867 filed by Blankinship & Foster, 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/A 14,298 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,369,053.

    13F-HR/A 0001580642-25-002545 filed by Blankinship & Foster, LLC
    Filed (acceptance time not in the bulk data set), ingested

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