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Disclosery

Chancellor Financial Group WB LP: IVW position timeline

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

Chancellor Financial Group WB LP held 7,074 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,074 shares
    Change vs previous 13F -1,111 shares

    0.6% of the 13F portfolio, value $972,885.

    13F-HR 0001951757-26-001198 filed by Chancellor Financial Group WB LP
    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 8,185 shares
    Change vs previous 13F -250 shares

    0.66% of the 13F portfolio, value $925,853.

    13F-HR 0001951757-26-000864 filed by Chancellor Financial Group WB LP
    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 8,435 shares
    Change vs previous 13F -399 shares

    0.71% of the 13F portfolio, value $1,039,685.

    13F-HR 0001951757-26-000370 filed by Chancellor Financial Group WB LP
    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 8,834 shares
    Change vs previous 13F +1 shares

    0.76% of the 13F portfolio, value $1,066,469.

    13F-HR 0001951757-25-001397 filed by Chancellor Financial Group WB LP
    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 8,833 shares
    Change vs previous 13F +1 shares

    0.76% of the 13F portfolio, value $972,522.

    13F-HR 0001951757-25-001038 filed by Chancellor Financial Group WB LP
    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 8,832 shares
    Change vs previous 13F +551 shares

    0.68% of the 13F portfolio, value $819,871.

    13F-HR 0001951757-25-000513 filed by Chancellor Financial Group WB LP
    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 8,281 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $840,751.

    13F-HR 0001951757-25-000281 filed by Chancellor Financial Group WB LP
    Filed (acceptance time not in the bulk data set), ingested

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