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Disclosery

Cassilly Financial Group LLC: IVW position timeline

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

Cassilly Financial Group LLC held 23,338 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,338 shares
    Change vs previous 13F +777 shares

    2.23% of the 13F portfolio, value $3,320,081.

    13F-HR 0002090777-26-000007 filed by Cassilly Financial Group LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F/A 22,561 shares
    Change vs previous 13F -165 shares

    2.25% of the 13F portfolio, value $3,102,814.

    13F-HR/A 0002090777-26-000005 filed by Cassilly Financial 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 ended2026-03-31
    13F 22,726 shares
    Change vs previous 13F +1,180 shares

    2.23% of the 13F portfolio, value $2,570,538.

    13F-HR 0002090777-26-000003 filed by Cassilly Financial 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 ended2025-12-31
    13F 21,546 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $2,655,760.

    13F-HR 0002090777-26-000002 filed by Cassilly Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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