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Clear Creek Financial Management, LLC: IVW position timeline

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

Clear Creek Financial Management, LLC held 41,589 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,589 shares
    Change vs previous 13F -49,151 shares

    0.37% of the 13F portfolio, value $5,719,672.

    13F-HR 0001784235-26-000004 filed by Clear Creek Financial Management, 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 90,740 shares
    Change vs previous 13F -19,018 shares

    0.79% of the 13F portfolio, value $10,263,571.

    13F-HR 0001784235-26-000003 filed by Clear Creek Financial Management, 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 109,758 shares
    Change vs previous 13F +4,141 shares

    1.1% of the 13F portfolio, value $13,519,517.

    13F-HR 0001784235-26-000001 filed by Clear Creek Financial Management, LLC
    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 105,617 shares
    Change vs previous 13F -22,061 shares

    1.1% of the 13F portfolio, value $12,742,866.

    13F-HR 0001784235-25-000003 filed by Clear Creek Financial Management, LLC
    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 127,678 shares
    Change vs previous 13F -234,344 shares

    1.34% of the 13F portfolio, value $14,057,335.

    13F-HR 0001085146-25-004080 filed by Clear Creek Financial Management, LLC
    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 362,022 shares
    Change vs previous 13F +80,180 shares

    3.48% of the 13F portfolio, value $33,608,236.

    13F-HR 0001085146-25-002379 filed by Clear Creek Financial Management, LLC
    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 281,842 shares
    Change vs previous 13F +101,215 shares

    3.09% of the 13F portfolio, value $28,616,199.

    13F-HR 0001085146-25-000456 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 180,627 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $17,295,008.

    13F-HR 0001085146-24-005207 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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