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Disclosery

Continuum Advisory, LLC: IVW position timeline

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

Continuum Advisory, LLC held 24,896 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,896 shares
    Change vs previous 13F +6,724 shares

    0.28% of the 13F portfolio, value $3,423,917.

    13F-HR 0001420506-26-001438 filed by Continuum Advisory, 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 18,172 shares
    Change vs previous 13F +7,190 shares

    0.2% of the 13F portfolio, value $2,055,486.

    13F-HR 0001420506-26-000704 filed by Continuum Advisory, 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 10,982 shares
    Change vs previous 13F +1,337 shares

    0.14% of the 13F portfolio, value $1,353,672.

    13F-HR 0001420506-26-000267 filed by Continuum Advisory, 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 9,645 shares
    Change vs previous 13F +413 shares

    0.12% of the 13F portfolio, value $1,164,344.

    13F-HR 0001420506-25-002870 filed by Continuum Advisory, 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 9,232 shares
    Change vs previous 13F +2,672 shares

    0.12% of the 13F portfolio, value $1,016,443.

    13F-HR 0001420506-25-001895 filed by Continuum Advisory, 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 6,560 shares
    Change vs previous 13F +155 shares

    0.08% of the 13F portfolio, value $608,965.

    13F-HR 0001420506-25-000801 filed by Continuum Advisory, 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 6,405 shares
    Change vs previous 13F -103 shares

    0.08% of the 13F portfolio, value $650,300.

    13F-HR 0001420506-25-000628 filed by Continuum Advisory, 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 6,508 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $653,013.

    13F-HR 0001420506-24-002589 filed by Continuum Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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