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Disclosery

Catalina Capital Group, LLC: IVW position timeline

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

Catalina Capital Group, LLC held 13,640 IVW shares at 2026-03-31 per its 13F-HR filed 2026-04-23.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 13,640 shares
    Change vs previous 13F +1,083 shares

    0.95% of the 13F portfolio, value $1,542,851.

    13F-HR 0002085853-26-000471 filed by Catalina Capital 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 ended2025-12-31
    13F 12,557 shares
    Change vs previous 13F +206 shares

    0.95% of the 13F portfolio, value $1,547,744.

    13F-HR 0002085853-26-000041 filed by Catalina Capital 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 ended2025-09-30
    13F 12,351 shares
    Change vs previous 13F +1,397 shares

    0.92% of the 13F portfolio, value $1,491,003.

    13F-HR 0002085853-25-000153 filed by Catalina Capital 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 ended2025-06-30
    13F 10,954 shares
    Change vs previous 13F -2,153 shares

    0.81% of the 13F portfolio, value $1,205,998.

    13F-HR 0001667731-25-000882 filed by Catalina Capital 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 ended2025-03-31
    13F 13,107 shares
    Change vs previous 13F -1,539 shares

    0.81% of the 13F portfolio, value $1,216,759.

    13F-HR 0001667731-25-000465 filed by Catalina Capital 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 ended2024-12-31
    13F 14,646 shares
    Change vs previous 13F -426 shares

    0.49% of the 13F portfolio, value $1,487,012.

    13F-HR 0001667731-25-000127 filed by Catalina Capital 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 ended2024-09-30
    13F 15,072 shares
    Change vs previous 13F +1,297 shares

    0.49% of the 13F portfolio, value $1,443,146.

    13F-HR 0002018090-24-000004 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 13,775 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,274,739.

    13F-HR 0002018090-24-000003 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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