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Disclosery

COFG Advisors, LLC: IVW position timeline

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

COFG Advisors, LLC held 25,498 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,498 shares
    Change vs previous 13F -32 shares

    0.61% of the 13F portfolio, value $3,506,749.

    13F-HR 0001951757-26-001267 filed by COFG 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 25,530 shares
    Change vs previous 13F -100 shares

    0.71% of the 13F portfolio, value $2,887,654.

    13F-HR 0001951757-26-000816 filed by COFG 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 25,630 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,159,209.

    13F-HR 0001951757-26-000404 filed by COFG Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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