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Carl P. Sherr & Co., LLC: IVW position timeline

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

Carl P. Sherr & Co., LLC held 127,641 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,641 shares
    Change vs previous 13F -2,855 shares

    7.36% of the 13F portfolio, value $17,554,519.

    13F-HR 0001818535-26-000005 filed by Carl P. Sherr & Co., 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 130,496 shares
    Change vs previous 13F +18 shares

    6.94% of the 13F portfolio, value $14,760,414.

    13F-HR 0001818535-26-000003 filed by Carl P. Sherr & Co., 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 130,478 shares
    Change vs previous 13F -8,144 shares

    7.22% of the 13F portfolio, value $16,164,928.

    13F-HR 0001818535-26-000001 filed by Carl P. Sherr & Co., 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 138,622 shares
    Change vs previous 13F -1,002 shares

    7.93% of the 13F portfolio, value $16,734,452.

    13F-HR 0001818535-25-000006 filed by Carl P. Sherr & Co., 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 139,624 shares
    Change vs previous 13F -4,070 shares

    7.77% of the 13F portfolio, value $15,372,560.

    13F-HR 0001818535-25-000004 filed by Carl P. Sherr & Co., 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 143,694 shares
    Change vs previous 13F -878 shares

    7.3% of the 13F portfolio, value $13,339,153.

    13F-HR 0001818535-25-000002 filed by Carl P. Sherr & Co., 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 144,572 shares
    Change vs previous 13F -3,213 shares

    7.71% of the 13F portfolio, value $14,678,374.

    13F-HR 0001818535-25-000001 filed by Carl P. Sherr & Co., 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 147,785 shares
    Change vs previous 13F not available

    7.45% of the 13F portfolio, value $14,150,454.

    13F-HR 0001818535-24-000006 filed by Carl P. Sherr & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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