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Bristlecone Advisors, LLC: IVW position timeline

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

Bristlecone Advisors, LLC held 32,398 IVW shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 32,398 shares
    Change vs previous 13F +10 shares

    0.33% of the 13F portfolio, value $3,911,110.

    13F-HR 0001671716-25-000004 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 32,388 shares
    Change vs previous 13F -780 shares

    0.3% of the 13F portfolio, value $3,565,926.

    13F-HR 0001398344-25-014361 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 33,168 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $3,078,999.

    13F-HR 0001398344-25-009163 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 33,168 shares
    Change vs previous 13F +363 shares

    0.26% of the 13F portfolio, value $3,367,550.

    13F-HR 0001398344-25-001325 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 32,805 shares
    Change vs previous 13F +1,405 shares

    0.25% of the 13F portfolio, value $3,141,120.

    13F-HR 0001398344-24-019318 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 31,400 shares
    Change vs previous 13F -193 shares

    0.25% of the 13F portfolio, value $2,905,760.

    13F-HR 0001398344-24-013068 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 31,593 shares
    Change vs previous 13F -91 shares

    0.23% of the 13F portfolio, value $2,667,712.

    13F-HR 0001398344-24-007419 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 31,684 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,379,492.

    13F-HR 0001398344-24-001002 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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