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Disclosery

COURIER CAPITAL LLC: IVW position timeline

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

COURIER CAPITAL LLC held 918,582 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 918,582 shares
    Change vs previous 13F -44,460 shares

    6.31% of the 13F portfolio, value $126,332,544.

    13F-HR 0001420506-26-001243 filed by COURIER CAPITAL 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/A 963,042 shares
    Change vs previous 13F -6,243 shares

    6.09% of the 13F portfolio, value $108,929,668.

    13F-HR/A 0001420506-26-000719 filed by COURIER CAPITAL 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 969,285 shares
    Change vs previous 13F -29,134 shares

    6.71% of the 13F portfolio, value $119,474,029.

    13F-HR 0001420506-26-000097 filed by COURIER CAPITAL 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 998,419 shares
    Change vs previous 13F -21,064 shares

    6.91% of the 13F portfolio, value $120,529,114.

    13F-HR 0001420506-25-002924 filed by COURIER CAPITAL 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 1,019,483 shares
    Change vs previous 13F -7,981 shares

    6.81% of the 13F portfolio, value $112,245,053.

    13F-HR 0001420506-25-001593 filed by COURIER CAPITAL 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 1,027,464 shares
    Change vs previous 13F -1,041 shares

    6.24% of the 13F portfolio, value $95,379,451.

    13F-HR 0001420506-25-000761 filed by COURIER CAPITAL 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 1,028,505 shares
    Change vs previous 13F -11,655 shares

    7.2% of the 13F portfolio, value $104,424,089.

    13F-HR 0001420506-25-000024 filed by COURIER CAPITAL 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 1,040,160 shares
    Change vs previous 13F not available

    6.82% of the 13F portfolio, value $99,595,336.

    13F-HR 0001420506-24-002168 filed by COURIER CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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