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Certified Advisory Corp: IVW position timeline

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

Certified Advisory Corp held 24,436 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,436 shares
    Change vs previous 13F -800 shares

    0.27% of the 13F portfolio, value $3,360,666.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 25,236 shares
    Change vs previous 13F +902 shares

    0.26% of the 13F portfolio, value $2,854,401.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 24,334 shares
    Change vs previous 13F -589 shares

    0.27% of the 13F portfolio, value $2,999,400.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 24,923 shares
    Change vs previous 13F -317 shares

    0.29% of the 13F portfolio, value $3,008,723.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 25,240 shares
    Change vs previous 13F -1,045 shares

    0.29% of the 13F portfolio, value $2,778,894.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 26,285 shares
    Change vs previous 13F +48 shares

    0.28% of the 13F portfolio, value $2,440,038.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 26,237 shares
    Change vs previous 13F -976 shares

    0.29% of the 13F portfolio, value $2,663,845.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 27,213 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,605,666.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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