Skip to content
Disclosery

CAHILL FINANCIAL ADVISORS INC: IVW position timeline

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

CAHILL FINANCIAL ADVISORS INC held 234,566 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 234,566 shares
    Change vs previous 13F -4,542 shares

    3.1% of the 13F portfolio, value $32,259,922.

    13F-HR 0001600327-26-000007 filed by CAHILL FINANCIAL ADVISORS 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 239,108 shares
    Change vs previous 13F -3,422 shares

    2.93% of the 13F portfolio, value $27,045,540.

    13F-HR 0001600327-26-000005 filed by CAHILL FINANCIAL ADVISORS 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 242,530 shares
    Change vs previous 13F -8,693 shares

    3.27% of the 13F portfolio, value $29,894,223.

    13F-HR 0001600327-26-000003 filed by CAHILL FINANCIAL ADVISORS 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 251,223 shares
    Change vs previous 13F -8,162 shares

    3.45% of the 13F portfolio, value $30,327,604.

    13F-HR 0001600327-25-000014 filed by CAHILL FINANCIAL ADVISORS 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 259,385 shares
    Change vs previous 13F -2,649 shares

    3.54% of the 13F portfolio, value $28,558,340.

    13F-HR 0001600327-25-000007 filed by CAHILL FINANCIAL ADVISORS 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 262,034 shares
    Change vs previous 13F -1,198 shares

    3.31% of the 13F portfolio, value $24,324,596.

    13F-HR 0001600327-25-000005 filed by CAHILL FINANCIAL ADVISORS 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 263,232 shares
    Change vs previous 13F +9,010 shares

    3.62% of the 13F portfolio, value $26,725,906.

    13F-HR 0001600327-25-000003 filed by CAHILL FINANCIAL ADVISORS 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 254,222 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $24,341,786.

    13F-HR 0001600327-24-000013 filed by CAHILL FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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