CERTUITY, LLC: IVW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CERTUITY, LLC on IVW, newest first. How the timeline and the estimate are built.
CERTUITY, LLC held 6,360 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 6,360 sharesChange vs previous 13F -494 shares
0.04% of the 13F portfolio, value $874,677.
13F-HR 0001800752-26-000004 filed by CERTUITY, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,854 sharesChange vs previous 13F +727 shares
0.05% of the 13F portfolio, value $775,309.
13F-HR 0001800752-26-000001 filed by CERTUITY, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,127 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $755,290.
13F-HR 0001172661-26-000396 filed by CERTUITY, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,127 sharesChange vs previous 13F +3,758 shares
0.05% of the 13F portfolio, value $739,601.
13F-HR 0001172661-25-004776 filed by CERTUITY, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,369 sharesChange vs previous 13F +1 shares
0.02% of the 13F portfolio, value $260,879.
13F-HR 0001172661-25-003246 filed by CERTUITY, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,368 sharesChange vs previous 13F -141 shares
0.02% of the 13F portfolio, value $219,857.
13F-HR 0001172661-25-001734 filed by CERTUITY, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,509 sharesChange vs previous 13F +1 shares
0.03% of the 13F portfolio, value $254,766.
13F-HR 0001172661-25-000408 filed by CERTUITY, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,508 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $240,141.
13F-HR 0001172661-24-004576 filed by CERTUITY, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).