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Disclosery

Canopy Partners, LLC: IVW position timeline

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

Canopy Partners, LLC held 12,036 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,036 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,655,311.

    13F-HR 0001960860-26-000003 filed by Canopy Partners, LLC
    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 12,036 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,361,392.

    13F-HR 0001960860-26-000002 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 12,036 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,483,557.

    13F-HR 0001960860-26-000001 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 12,036 shares
    Change vs previous 13F -134 shares

    0.49% of the 13F portfolio, value $1,452,986.

    13F-HR 0001960860-25-000006 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 12,170 shares
    Change vs previous 13F +656 shares

    0.49% of the 13F portfolio, value $1,339,917.

    13F-HR 0001960860-25-000003 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 11,514 shares
    Change vs previous 13F +699 shares

    0.42% of the 13F portfolio, value $1,068,845.

    13F-HR 0001960860-25-000002 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 10,815 shares
    Change vs previous 13F -968 shares

    0.42% of the 13F portfolio, value $1,098,047.

    13F-HR 0001960860-25-000001 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,783 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,128,222.

    13F-HR 0001960860-24-000008 filed by Canopy Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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