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Cambridge Investment Research Advisors, Inc.: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cambridge Investment Research Advisors, Inc. on IVW, newest first. How the timeline and the estimate are built.

Cambridge Investment Research Advisors, Inc. held 1,121,121 IVW shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,121,121 shares
    Change vs previous 13F -18,506 shares

    0.35% of the 13F portfolio, value $154,188,000.

    13F-HR/A 0001419186-26-000006 filed by Cambridge Investment Research 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 1,139,627 shares
    Change vs previous 13F +17,837 shares

    0.33% of the 13F portfolio, value $128,903,000.

    13F-HR 0001419186-26-000003 filed by Cambridge Investment Research 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 1,121,790 shares
    Change vs previous 13F -20,968 shares

    0.37% of the 13F portfolio, value $138,272,000.

    13F-HR 0001419186-26-000001 filed by Cambridge Investment Research 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 1,142,758 shares
    Change vs previous 13F +14,698 shares

    0.38% of the 13F portfolio, value $137,954,000.

    13F-HR 0001419186-25-000008 filed by Cambridge Investment Research 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 1,128,060 shares
    Change vs previous 13F -49,683 shares

    0.38% of the 13F portfolio, value $124,199,000.

    13F-HR 0001419186-25-000006 filed by Cambridge Investment Research 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 1,177,743 shares
    Change vs previous 13F +152,554 shares

    0.37% of the 13F portfolio, value $109,330,000.

    13F-HR 0001419186-25-000004 filed by Cambridge Investment Research 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 1,025,189 shares
    Change vs previous 13F +29,543 shares

    0.35% of the 13F portfolio, value $104,087,000.

    13F-HR 0001419186-25-000003 filed by Cambridge Investment Research 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 995,646 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $95,333,000.

    13F-HR 0001419186-24-000006 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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