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Disclosery

Councilor Wealth, LLC: IVW position timeline

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

Councilor Wealth, LLC held 6,829 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,829 shares
    Change vs previous 13F -247 shares

    0.4% of the 13F portfolio, value $971,495.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,076 shares
    Change vs previous 13F +1 shares

    0.39% of the 13F portfolio, value $973,182.

    13F-HR 0001172661-26-002707 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,075 shares
    Change vs previous 13F +1 shares

    0.39% of the 13F portfolio, value $800,285.

    13F-HR 0001172661-26-001795 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,074 shares
    Change vs previous 13F -39 shares

    0.41% of the 13F portfolio, value $871,998.

    13F-HR 0001172661-26-000354 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 7,113 shares
    Change vs previous 13F +4 shares

    0.4% of the 13F portfolio, value $858,631.

    13F-HR 0001172661-25-004615 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,109 shares
    Change vs previous 13F +3 shares

    0.37% of the 13F portfolio, value $782,755.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,106 shares
    Change vs previous 13F -4,805 shares

    0.33% of the 13F portfolio, value $659,693.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,911 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,209,405.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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