BUILDER INVESTMENT GROUP INC /ADV: IVW position timeline

BUILDER INVESTMENT GROUP INC /ADV held 1,756 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,756 shares

   Change vs previous 13F +1,756 shares

   0.05% of the 13F portfolio, value $241,503.

   13F-HR 0001172661-26-002670 filed by BUILDER INVESTMENT GROUP INC /ADV
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -1,756 shares

   13F-HR 0001172661-26-001480 filed by BUILDER INVESTMENT GROUP INC /ADV
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 1,756 shares

   Change vs previous 13F -175 shares

   0.05% of the 13F portfolio, value $216,445.

   13F-HR 0001172661-26-000338 filed by BUILDER INVESTMENT GROUP INC /ADV
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,931 shares

   Change vs previous 13F 0 shares

   0.05% of the 13F portfolio, value $233,110.

   13F-HR 0001172661-25-004273 filed by BUILDER INVESTMENT GROUP INC /ADV
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,931 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $212,603.

   13F-HR 0001172661-25-002626 filed by BUILDER INVESTMENT GROUP INC /ADV
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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