Cranbrook Wealth Management, LLC: IVW position timeline

Cranbrook Wealth Management, LLC held 57,306 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 57,306 shares

   Change vs previous 13F -1,042 shares

   1.47% of the 13F portfolio, value $7,881,309.

   13F-HR 0000905729-26-000145 filed by Cranbrook Wealth Management, LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 58,348 shares

   Change vs previous 13F -447 shares

   1.34% of the 13F portfolio, value $6,599,715.

   13F-HR 0000905729-26-000082 filed by Cranbrook Wealth Management, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 58,795 shares

   Change vs previous 13F -543 shares

   1.43% of the 13F portfolio, value $7,247,108.

   13F-HR 0000905729-26-000022 filed by Cranbrook Wealth Management, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 59,338 shares

   Change vs previous 13F -2,696 shares

   1.44% of the 13F portfolio, value $7,163,286.

   13F-HR 0000905729-25-000169 filed by Cranbrook Wealth Management, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 62,034 shares

   Change vs previous 13F -193 shares

   1.46% of the 13F portfolio, value $6,829,986.

   13F-HR 0000905729-25-000122 filed by Cranbrook Wealth Management, LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 62,227 shares

   Change vs previous 13F -342 shares

   1.34% of the 13F portfolio, value $5,776,520.

   13F-HR 0000905729-25-000072 filed by Cranbrook Wealth Management, LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 62,569 shares

   Change vs previous 13F -229 shares

   1.47% of the 13F portfolio, value $6,352,659.

   13F-HR 0000905729-25-000015 filed by Cranbrook Wealth Management, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 62,798 shares

   Change vs previous 13F not available

   1.37% of the 13F portfolio, value $6,012,936.

   13F-HR 0000905729-24-000158 filed by Cranbrook Wealth Management, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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