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Disclosery

Broadview Financial Management, LLC: IVW position timeline

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

Broadview Financial Management, LLC held 86,311 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,311 shares
    Change vs previous 13F -2,355 shares

    7.25% of the 13F portfolio, value $11,870,400.

    13F-HR 0001697024-26-000003 filed by Broadview Financial Management, 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 88,666 shares
    Change vs previous 13F -287 shares

    6.85% of the 13F portfolio, value $10,028,970.

    13F-HR 0001697024-26-000002 filed by Broadview Financial Management, 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 88,953 shares
    Change vs previous 13F -55 shares

    7.34% of the 13F portfolio, value $10,964,407.

    13F-HR 0001697024-26-000001 filed by Broadview Financial Management, 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 89,008 shares
    Change vs previous 13F -5,906 shares

    7.25% of the 13F portfolio, value $10,745,100.

    13F-HR 0001697024-25-000006 filed by Broadview Financial Management, 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 94,914 shares
    Change vs previous 13F -10,588 shares

    7.1% of the 13F portfolio, value $10,450,066.

    13F-HR 0001697024-25-000004 filed by Broadview Financial Management, 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 105,502 shares
    Change vs previous 13F -446 shares

    7.31% of the 13F portfolio, value $9,793,724.

    13F-HR 0001697024-25-000002 filed by Broadview Financial Management, 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 105,948 shares
    Change vs previous 13F -1,609 shares

    7.69% of the 13F portfolio, value $10,756,928.

    13F-HR 0001697024-25-000001 filed by Broadview Financial Management, 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 107,557 shares
    Change vs previous 13F not available

    6.97% of the 13F portfolio, value $10,298,567.

    13F-HR 0001697024-24-000005 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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