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Compton Wealth Advisory Group, LLC: IVW position timeline

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

Compton Wealth Advisory Group, LLC held 55,056 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,056 shares
    Change vs previous 13F -1,969 shares

    1.52% of the 13F portfolio, value $7,536,050.

    13F-HR 0001761044-26-000009 filed by Compton Wealth Advisory Group, 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 57,025 shares
    Change vs previous 13F +80 shares

    1.46% of the 13F portfolio, value $6,535,623.

    13F-HR 0001761044-26-000005 filed by Compton Wealth Advisory Group, 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 56,945 shares
    Change vs previous 13F 0 shares

    1.53% of the 13F portfolio, value $7,019,027.

    13F-HR 0001761044-26-000002 filed by Compton Wealth Advisory Group, 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 56,945 shares
    Change vs previous 13F +336 shares

    1.59% of the 13F portfolio, value $6,874,387.

    13F-HR 0001761044-25-000014 filed by Compton Wealth Advisory Group, 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 56,609 shares
    Change vs previous 13F -8,862 shares

    1.58% of the 13F portfolio, value $6,232,639.

    13F-HR 0001761044-25-000012 filed by Compton Wealth Advisory Group, 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 65,471 shares
    Change vs previous 13F +487 shares

    1.69% of the 13F portfolio, value $6,077,663.

    13F-HR 0001761044-25-000008 filed by Compton Wealth Advisory Group, 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 64,984 shares
    Change vs previous 13F +63 shares

    1.7% of the 13F portfolio, value $6,597,814.

    13F-HR 0001761044-25-000002 filed by Compton Wealth Advisory Group, 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 64,921 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $6,216,175.

    13F-HR 0001761044-24-000007 filed by Compton Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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