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Coign Capital Advisors LLC: IVW position timeline

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

Coign Capital Advisors LLC held 27,806 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,806 shares
    Change vs previous 13F +799 shares

    1.72% of the 13F portfolio, value $3,824,132.

    13F-HR 0001172661-26-002922 filed by Coign Capital 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 27,007 shares
    Change vs previous 13F +1,177 shares

    1.6% of the 13F portfolio, value $3,054,725.

    13F-HR 0001172661-26-001998 filed by Coign Capital 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 25,830 shares
    Change vs previous 13F +544 shares

    1.67% of the 13F portfolio, value $3,183,833.

    13F-HR 0001172661-26-000222 filed by Coign Capital Advisors 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 25,286 shares
    Change vs previous 13F -115 shares

    1.68% of the 13F portfolio, value $3,052,542.

    13F-HR 0001172661-25-004515 filed by Coign Capital Advisors 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 25,401 shares
    Change vs previous 13F +1,485 shares

    1.89% of the 13F portfolio, value $2,796,644.

    13F-HR 0001172661-25-002858 filed by Coign Capital Advisors 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 23,916 shares
    Change vs previous 13F +1,612 shares

    1.71% of the 13F portfolio, value $2,220,129.

    13F-HR 0001172661-25-001638 filed by Coign Capital Advisors 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 22,304 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $2,264,496.

    13F-HR 0001172661-25-000747 filed by Coign Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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