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Disclosery

Churchill Financial Advisors, LLC: IVW position timeline

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

Churchill Financial Advisors, LLC held 11,159 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,159 shares
    Change vs previous 13F -219 shares

    0.3% of the 13F portfolio, value $1,534,629.

    13F-HR 0002095935-26-000003 filed by Churchill Financial 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 11,378 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,286,909.

    13F-HR 0002095935-26-000002 filed by Churchill Financial 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 11,378 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,402,391.

    13F-HR 0002095935-26-000001 filed by Churchill Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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