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Disclosery

Coyle Financial Counsel LLC: IVW position timeline

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

Coyle Financial Counsel LLC held 3,751 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,751 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $515,875.

    13F-HR 0001104659-26-092442 filed by Coyle Financial Counsel 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 3,751 shares
    Change vs previous 13F -82 shares

    0.09% of the 13F portfolio, value $424,276.

    13F-HR 0001104659-26-059200 filed by Coyle Financial Counsel 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 3,833 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $472,456.

    13F-HR 0001104659-26-012393 filed by Coyle Financial Counsel 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 3,833 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $462,720.

    13F-HR 0001104659-25-108808 filed by Coyle Financial Counsel 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 3,833 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $422,013.

    13F-HR 0001104659-25-078429 filed by Coyle Financial Counsel 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 3,833 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $355,817.

    13F-HR 0001104659-25-043168 filed by Coyle Financial Counsel 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 3,833 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $389,164.

    13F-HR 0001104659-25-009039 filed by Coyle Financial Counsel 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 3,833 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $354,706.

    13F-HR 0001104659-24-116036 filed by Coyle Financial Counsel LLC
    Filed (acceptance time not in the bulk data set), ingested

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