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Disclosery

CHAPIN DAVIS, INC.: IVW position timeline

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

CHAPIN DAVIS, INC. held 13,972 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,972 shares
    Change vs previous 13F -143 shares

    0.38% of the 13F portfolio, value $1,987,658.

    13F-HR 0001085146-26-000828 filed by CHAPIN DAVIS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,115 shares
    Change vs previous 13F +3 shares

    0.34% of the 13F portfolio, value $1,941,236.

    13F-HR 0000872098-26-000005 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 14,112 shares
    Change vs previous 13F +539 shares

    0.36% of the 13F portfolio, value $1,596,205.

    13F-HR 0000872098-26-000004 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,573 shares
    Change vs previous 13F +3 shares

    0.39% of the 13F portfolio, value $1,673,009.

    13F-HR 0000872098-26-000001 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 13,570 shares
    Change vs previous 13F -85 shares

    0.4% of the 13F portfolio, value $1,638,172.

    13F-HR 0001085146-25-005864 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 13,655 shares
    Change vs previous 13F -135 shares

    0.42% of the 13F portfolio, value $1,503,418.

    13F-HR 0001085146-25-003790 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 13,790 shares
    Change vs previous 13F -269 shares

    0.44% of the 13F portfolio, value $1,280,124.

    13F-HR 0001085146-25-002243 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 14,059 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,346,151.

    13F-HR 0001085146-25-000364 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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