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Disclosery

BridgePort Financial Solutions, LLC: IVW position timeline

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

BridgePort Financial Solutions, LLC held 23,012 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,012 shares
    Change vs previous 13F -4,948 shares

    0.81% of the 13F portfolio, value $3,164,786.

    13F-HR 0002031775-26-000006 filed by BridgePort Financial Solutions, 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 27,960 shares
    Change vs previous 13F -1,422 shares

    0.9% of the 13F portfolio, value $3,162,511.

    13F-HR 0002031775-26-000003 filed by BridgePort Financial Solutions, 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 29,382 shares
    Change vs previous 13F -929 shares

    0.97% of the 13F portfolio, value $3,621,619.

    13F-HR 0002031775-26-000001 filed by BridgePort Financial Solutions, 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 30,311 shares
    Change vs previous 13F -2,581 shares

    0.98% of the 13F portfolio, value $3,659,186.

    13F-HR 0002031775-25-000008 filed by BridgePort Financial Solutions, 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 32,892 shares
    Change vs previous 13F -2,511 shares

    1.2% of the 13F portfolio, value $3,621,464.

    13F-HR 0002031775-25-000005 filed by BridgePort Financial Solutions, 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 35,403 shares
    Change vs previous 13F +58 shares

    1.48% of the 13F portfolio, value $3,286,433.

    13F-HR 0002031775-25-000004 filed by BridgePort Financial Solutions, 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 35,345 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $3,511,160.

    13F-HR 0002031775-25-000001 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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