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Canvas Wealth Advisors, LLC: IVW position timeline

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

Canvas Wealth Advisors, LLC held 4,401 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,401 shares
    Change vs previous 13F -25 shares

    0.08% of the 13F portfolio, value $605,270.

    13F-HR 0001858782-26-000008 filed by Canvas Wealth Advisors, 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 4,426 shares
    Change vs previous 13F -80 shares

    0.09% of the 13F portfolio, value $500,625.

    13F-HR 0001858782-26-000004 filed by Canvas Wealth Advisors, 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 4,506 shares
    Change vs previous 13F -57 shares

    0.09% of the 13F portfolio, value $555,410.

    13F-HR 0001858782-26-000002 filed by Canvas Wealth Advisors, 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 4,563 shares
    Change vs previous 13F +36 shares

    0.1% of the 13F portfolio, value $552,397.

    13F-HR 0001858782-25-000005 filed by Canvas Wealth Advisors, 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 4,527 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $517,119.

    13F-HR 0001085146-25-004300 filed by Canvas Wealth Advisors, 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 4,527 shares
    Change vs previous 13F +511 shares

    0.1% of the 13F portfolio, value $399,508.

    13F-HR 0001085146-25-002312 filed by Canvas Wealth Advisors, 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 4,016 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $407,744.

    13F-HR 0001085146-25-000566 filed by Canvas Wealth Advisors, 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 4,016 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $384,532.

    13F-HR 0001085146-24-004886 filed by Canvas Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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