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CAHABA WEALTH MANAGEMENT, INC.: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAHABA WEALTH MANAGEMENT, INC. on IVW, newest first. How the timeline and the estimate are built.

CAHABA WEALTH MANAGEMENT, INC. held 51,830 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,830 shares
    Change vs previous 13F -3,998 shares

    0.43% of the 13F portfolio, value $7,128,119.

    13F-HR 0001172661-26-002968 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 55,828 shares
    Change vs previous 13F +196 shares

    0.43% of the 13F portfolio, value $6,314,714.

    13F-HR 0001172661-26-001569 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 55,632 shares
    Change vs previous 13F -1,137 shares

    0.48% of the 13F portfolio, value $6,857,149.

    13F-HR 0001172661-26-000037 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 56,769 shares
    Change vs previous 13F -2,936 shares

    0.5% of the 13F portfolio, value $6,853,114.

    13F-HR 0001172661-25-004308 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 59,705 shares
    Change vs previous 13F -1,461 shares

    0.51% of the 13F portfolio, value $6,573,529.

    13F-HR 0001172661-25-002632 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 61,166 shares
    Change vs previous 13F -1,012 shares

    0.47% of the 13F portfolio, value $5,678,081.

    13F-HR 0001172661-25-001555 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 62,178 shares
    Change vs previous 13F -1,843 shares

    0.52% of the 13F portfolio, value $6,312,978.

    13F-HR 0001172661-25-000836 filed by CAHABA WEALTH MANAGEMENT, INC.
    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 64,021 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $6,129,993.

    13F-HR 0001172661-24-004310 filed by CAHABA WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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