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Blue Edge Capital, LLC: IVW position timeline

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

Blue Edge Capital, LLC held 296,902 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 296,902 shares
    Change vs previous 13F +1,701 shares

    4.9% of the 13F portfolio, value $40,832,932.

    13F-HR 0001599620-26-000003 filed by Blue Edge Capital, 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 295,201 shares
    Change vs previous 13F +9,583 shares

    4.43% of the 13F portfolio, value $33,390,185.

    13F-HR 0001599620-26-000002 filed by Blue Edge Capital, 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 285,618 shares
    Change vs previous 13F +15,820 shares

    4.71% of the 13F portfolio, value $35,205,275.

    13F-HR 0001599620-26-000001 filed by Blue Edge Capital, 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 269,798 shares
    Change vs previous 13F +6,723 shares

    4.63% of the 13F portfolio, value $32,570,015.

    13F-HR 0001599620-25-000007 filed by Blue Edge Capital, 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 263,075 shares
    Change vs previous 13F -357 shares

    4.31% of the 13F portfolio, value $28,964,558.

    13F-HR 0001599620-25-000004 filed by Blue Edge Capital, 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 263,432 shares
    Change vs previous 13F +13,472 shares

    3.93% of the 13F portfolio, value $24,454,393.

    13F-HR 0001599620-25-000003 filed by Blue Edge Capital, 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 249,960 shares
    Change vs previous 13F -29,375 shares

    3.99% of the 13F portfolio, value $25,378,439.

    13F-HR 0001599620-25-000001 filed by Blue Edge Capital, 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 279,335 shares
    Change vs previous 13F not available

    4.17% of the 13F portfolio, value $26,746,326.

    13F-HR 0001599620-24-000005 filed by Blue Edge Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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