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BUSH INVESTMENT GROUP, LLC: IVW position timeline

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

BUSH INVESTMENT GROUP, LLC held 34,463 IVW shares at 2026-03-31 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 34,463 shares
    Change vs previous 13F +1,929 shares

    2.13% of the 13F portfolio, value $3,898,155.

    13F-HR 0001966640-26-000003 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 32,534 shares
    Change vs previous 13F -537 shares

    2.24% of the 13F portfolio, value $4,010,184.

    13F-HR 0001966640-26-000002 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 33,071 shares
    Change vs previous 13F +416 shares

    2.37% of the 13F portfolio, value $3,992,368.

    13F-HR 0001966640-25-000006 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 32,655 shares
    Change vs previous 13F -8,535 shares

    2.41% of the 13F portfolio, value $3,595,344.

    13F-HR 0001966640-25-000005 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 41,190 shares
    Change vs previous 13F +539 shares

    2.88% of the 13F portfolio, value $3,823,688.

    13F-HR 0001966640-25-000003 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 40,651 shares
    Change vs previous 13F +1,414 shares

    3.22% of the 13F portfolio, value $4,127,310.

    13F-HR 0001966640-25-000002 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 39,237 shares
    Change vs previous 13F +1,239 shares

    3% of the 13F portfolio, value $3,756,950.

    13F-HR 0001966640-24-000006 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 37,998 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $3,516,335.

    13F-HR 0001966640-24-000004 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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