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BOK Financial Private Wealth, Inc.: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOK Financial Private Wealth, Inc. on IVW, newest first. How the timeline and the estimate are built.

BOK Financial Private Wealth, Inc. held 261,173 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 261,173 shares
    Change vs previous 13F -4,654 shares

    1.84% of the 13F portfolio, value $35,919,123.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, Inc.
    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 265,827 shares
    Change vs previous 13F -7,252 shares

    1.82% of the 13F portfolio, value $30,067,692.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, Inc.
    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 273,079 shares
    Change vs previous 13F -36,598 shares

    2.06% of the 13F portfolio, value $33,659,749.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, Inc.
    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 309,677 shares
    Change vs previous 13F -12,729 shares

    2.35% of the 13F portfolio, value $37,384,234.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, Inc.
    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 322,406 shares
    Change vs previous 13F -12,976 shares

    2.37% of the 13F portfolio, value $35,496,921.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, Inc.
    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 335,382 shares
    Change vs previous 13F -11,718 shares

    2.34% of the 13F portfolio, value $31,133,525.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, Inc.
    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 347,100 shares
    Change vs previous 13F -9,845 shares

    2.56% of the 13F portfolio, value $35,241,075.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, Inc.
    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 356,945 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $34,177,491.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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