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Disclosery

Csenge Advisory Group: IVW position timeline

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

Csenge Advisory Group held 227,378 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 227,378 shares
    Change vs previous 13F -2,759 shares

    1.27% of the 13F portfolio, value $31,271,304.

    13F-HR 0001715593-26-000003 filed by Csenge Advisory Group
    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 230,137 shares
    Change vs previous 13F -4,397 shares

    1.19% of the 13F portfolio, value $26,030,806.

    13F-HR 0001715593-26-000002 filed by Csenge Advisory Group
    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 234,534 shares
    Change vs previous 13F -9,679 shares

    1.31% of the 13F portfolio, value $28,908,603.

    13F-HR 0001715593-26-000001 filed by Csenge Advisory Group
    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 244,213 shares
    Change vs previous 13F -5,563 shares

    1.41% of the 13F portfolio, value $29,481,407.

    13F-HR 0001715593-25-000005 filed by Csenge Advisory Group
    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 249,776 shares
    Change vs previous 13F -4,093 shares

    1.36% of the 13F portfolio, value $25,871,759.

    13F-HR 0001085146-25-004565 filed by Csenge Advisory Group
    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 253,869 shares
    Change vs previous 13F -4,184 shares

    1.27% of the 13F portfolio, value $22,457,295.

    13F-HR 0001085146-25-002596 filed by Csenge Advisory Group
    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 258,053 shares
    Change vs previous 13F -19,515 shares

    1.42% of the 13F portfolio, value $26,200,141.

    13F-HR 0001085146-25-000645 filed by Csenge Advisory Group
    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 277,568 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $26,896,364.

    13F-HR 0001715593-24-000005 filed by Csenge Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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