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Centerpoint Advisors, LLC: IVW position timeline

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

Centerpoint Advisors, LLC held 109,316 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,316 shares
    Change vs previous 13F -1,755 shares

    4.27% of the 13F portfolio, value $15,034,000.

    13F-HR 0001733788-26-000005 filed by Centerpoint Advisors, 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 111,071 shares
    Change vs previous 13F -937 shares

    4.09% of the 13F portfolio, value $12,563,000.

    13F-HR 0001733788-26-000003 filed by Centerpoint Advisors, 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 112,008 shares
    Change vs previous 13F -2,496 shares

    4.25% of the 13F portfolio, value $13,806,000.

    13F-HR 0001733788-26-000001 filed by Centerpoint Advisors, 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 114,504 shares
    Change vs previous 13F -174 shares

    4.29% of the 13F portfolio, value $13,823,000.

    13F-HR 0001733788-25-000006 filed by Centerpoint Advisors, 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 114,678 shares
    Change vs previous 13F -9,525 shares

    4.28% of the 13F portfolio, value $12,626,000.

    13F-HR 0001733788-25-000004 filed by Centerpoint Advisors, 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 124,203 shares
    Change vs previous 13F -738 shares

    4.26% of the 13F portfolio, value $11,530,000.

    13F-HR 0001733788-25-000003 filed by Centerpoint Advisors, 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 124,941 shares
    Change vs previous 13F -2,952 shares

    4.44% of the 13F portfolio, value $12,685,000.

    13F-HR 0001733788-25-000001 filed by Centerpoint Advisors, 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 127,893 shares
    Change vs previous 13F not available

    4.26% of the 13F portfolio, value $12,246,000.

    13F-HR 0001733788-24-000007 filed by Centerpoint Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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