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Disclosery

Center For Asset Management LLC: IVW position timeline

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

Center For Asset Management LLC held 3,540 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,540 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $486,893.

    13F-HR 0001214659-26-008932 filed by Center For Asset Management 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 3,540 shares
    Change vs previous 13F -65 shares

    0.2% of the 13F portfolio, value $400,417.

    13F-HR 0001214659-26-004744 filed by Center For Asset Management 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 3,605 shares
    Change vs previous 13F +1 shares

    0.23% of the 13F portfolio, value $444,306.

    13F-HR 0001214659-26-000706 filed by Center For Asset Management 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 3,604 shares
    Change vs previous 13F -123 shares

    0.23% of the 13F portfolio, value $435,126.

    13F-HR 0001214659-25-016948 filed by Center For Asset Management 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 3,727 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $381,681.

    13F-HR 0001214659-25-010815 filed by Center For Asset Management 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 3,727 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $345,966.

    13F-HR 0001214659-25-006201 filed by Center For Asset Management 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 3,727 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $378,363.

    13F-HR 0001214659-25-001104 filed by Center For Asset Management 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 3,726 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $356,794.

    13F-HR 0001214659-24-017925 filed by Center For Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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