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Disclosery

Clarity Asset Management, Inc.: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clarity Asset Management, Inc. on IVW, newest first. How the timeline and the estimate are built.

Clarity Asset Management, Inc. held 7,947 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,947 shares
    Change vs previous 13F -36 shares

    0.55% of the 13F portfolio, value $1,130,522.

    13F-HR 0001756759-26-000007 filed by Clarity Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,983 shares
    Change vs previous 13F -1,609 shares

    0.54% of the 13F portfolio, value $1,097,954.

    13F-HR 0001756759-26-000004 filed by Clarity Asset Management, 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 9,592 shares
    Change vs previous 13F -5,298 shares

    0.55% of the 13F portfolio, value $1,084,946.

    13F-HR 0001756759-26-000003 filed by Clarity Asset Management, 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 14,890 shares
    Change vs previous 13F +21 shares

    1.01% of the 13F portfolio, value $1,835,325.

    13F-HR 0001756759-26-000001 filed by Clarity Asset Management, 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 14,869 shares
    Change vs previous 13F +851 shares

    1.01% of the 13F portfolio, value $1,794,993.

    13F-HR 0001756759-25-000008 filed by Clarity Asset Management, 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 14,018 shares
    Change vs previous 13F -29 shares

    0.92% of the 13F portfolio, value $1,543,381.

    13F-HR 0001756759-25-000006 filed by Clarity Asset Management, 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 14,047 shares
    Change vs previous 13F -983 shares

    0.84% of the 13F portfolio, value $1,303,984.

    13F-HR 0001756759-25-000005 filed by Clarity Asset Management, 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 15,030 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,526,011.

    13F-HR 0001756759-25-000001 filed by Clarity Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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