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Disclosery

Cosner Financial Group, LLC: IVW position timeline

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

Cosner Financial Group, LLC held 75,772 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,772 shares
    Change vs previous 13F +190 shares

    5.35% of the 13F portfolio, value $10,420,916.

    13F-HR 0001674627-26-000005 filed by Cosner Financial 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 75,582 shares
    Change vs previous 13F +8 shares

    4.7% of the 13F portfolio, value $8,549,074.

    13F-HR 0001674627-26-000003 filed by Cosner Financial 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 75,574 shares
    Change vs previous 13F +4,005 shares

    4.75% of the 13F portfolio, value $9,315,245.

    13F-HR 0001674627-26-000001 filed by Cosner Financial 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 71,569 shares
    Change vs previous 13F +5,278 shares

    9.22% of the 13F portfolio, value $17,150,436.

    13F-HR 0001674627-25-000008 filed by Cosner Financial 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 66,291 shares
    Change vs previous 13F +4,564 shares

    4.06% of the 13F portfolio, value $7,298,633.

    13F-HR 0001674627-25-000005 filed by Cosner Financial 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 61,727 shares
    Change vs previous 13F +937 shares

    3.5% of the 13F portfolio, value $5,730,113.

    13F-HR 0001674627-25-000004 filed by Cosner Financial 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 60,790 shares
    Change vs previous 13F +94 shares

    3.91% of the 13F portfolio, value $6,172,003.

    13F-HR 0001674627-25-000002 filed by Cosner Financial 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 60,696 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $5,811,637.

    13F-HR 0001674627-24-000007 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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