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Carbahal Olsen Financial Services Group, LLC: IVW position timeline

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

Carbahal Olsen Financial Services Group, LLC held 133,884 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,884 shares
    Change vs previous 13F -4,055 shares

    12.78% of the 13F portfolio, value $18,413,175.

    13F-HR 0002052538-26-000008 filed by Carbahal Olsen Financial Services Group, 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 137,939 shares
    Change vs previous 13F -2,428 shares

    12.47% of the 13F portfolio, value $15,602,244.

    13F-HR 0002052538-26-000004 filed by Carbahal Olsen Financial Services Group, 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 140,367 shares
    Change vs previous 13F -1,836 shares

    13.28% of the 13F portfolio, value $17,301,601.

    13F-HR 0002052538-26-000002 filed by Carbahal Olsen Financial Services Group, 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 142,203 shares
    Change vs previous 13F -5,909 shares

    13.78% of the 13F portfolio, value $17,166,729.

    13F-HR 0002052538-25-000011 filed by Carbahal Olsen Financial Services Group, 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 148,112 shares
    Change vs previous 13F -964 shares

    13.9% of the 13F portfolio, value $16,307,097.

    13F-HR 0002052538-25-000007 filed by Carbahal Olsen Financial Services Group, 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 149,076 shares
    Change vs previous 13F -1,615 shares

    13.14% of the 13F portfolio, value $13,838,770.

    13F-HR 0002052538-25-000004 filed by Carbahal Olsen Financial Services Group, 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 150,691 shares
    Change vs previous 13F not available

    14.11% of the 13F portfolio, value $15,299,666.

    13F-HR 0002052538-25-000002 filed by Carbahal Olsen Financial Services Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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