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Disclosery

Capital Squared Financial LLC: IVW position timeline

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

Capital Squared Financial LLC held 4,672 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 4,672 shares
    Change vs previous 13F +4 shares

    0.42% of the 13F portfolio, value $642,539.

    13F-HR 0002128691-26-000005 filed by Capital Squared Financial 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 4,668 shares
    Change vs previous 13F +29 shares

    0.4% of the 13F portfolio, value $527,963.

    13F-HR 0002128691-26-000004 filed by Capital Squared Financial 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 4,639 shares
    Change vs previous 13F +37 shares

    0.45% of the 13F portfolio, value $571,753.

    13F-HR 0002128691-26-000003 filed by Capital Squared Financial 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 4,602 shares
    Change vs previous 13F +169 shares

    0.48% of the 13F portfolio, value $555,535.

    13F-HR 0002128691-26-000002 filed by Capital Squared Financial 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 4,433 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $488,025.

    13F-HR 0002128691-26-000001 filed by Capital Squared Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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