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Disclosery

BURKETT FINANCIAL SERVICES, LLC: IVW position timeline

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

BURKETT FINANCIAL SERVICES, LLC held 14,902 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,902 shares
    Change vs previous 13F -191 shares

    0.64% of the 13F portfolio, value $2,119,984.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,093 shares
    Change vs previous 13F +27 shares

    0.65% of the 13F portfolio, value $2,075,809.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 15,066 shares
    Change vs previous 13F +160 shares

    0.58% of the 13F portfolio, value $1,704,182.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 14,906 shares
    Change vs previous 13F -1,728 shares

    0.63% of the 13F portfolio, value $1,837,378.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,634 shares
    Change vs previous 13F -1,095 shares

    0.69% of the 13F portfolio, value $2,008,019.

    13F-HR 0001762716-25-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 17,729 shares
    Change vs previous 13F +10,984 shares

    0.7% of the 13F portfolio, value $1,951,988.

    13F-HR 0001762716-25-000003 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,745 shares
    Change vs previous 13F -852 shares

    0.26% of the 13F portfolio, value $626,151.

    13F-HR 0001762716-25-000002 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,597 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $771,310.

    13F-HR 0001762716-25-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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