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Bucket List Wealth Management, LLC: IVW position timeline

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

Bucket List Wealth Management, LLC held 11,630 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,630 shares
    Change vs previous 13F -63 shares

    0.79% of the 13F portfolio, value $1,599,489.

    13F-HR 0002133435-26-000003 filed by Bucket List Wealth 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 11,693 shares
    Change vs previous 13F -613 shares

    0.8% of the 13F portfolio, value $1,322,616.

    13F-HR 0002133435-26-000002 filed by Bucket List Wealth 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 12,306 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,516,872.

    13F-HR 0002133435-26-000001 filed by Bucket List Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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