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CURTIS WEALTH MANAGEMENT LLC: IVW position timeline

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

CURTIS WEALTH MANAGEMENT LLC held 64,754 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,754 shares
    Change vs previous 13F -1,549 shares

    7.55% of the 13F portfolio, value $8,905,556.

    13F-HR 0002108708-26-000003 filed by CURTIS WEALTH MANAGEMENT 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 66,303 shares
    Change vs previous 13F +3,271 shares

    7.04% of the 13F portfolio, value $7,499,501.

    13F-HR 0002108708-26-000002 filed by CURTIS WEALTH MANAGEMENT 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 63,032 shares
    Change vs previous 13F not available

    6.82% of the 13F portfolio, value $7,835,512.

    13F-HR 0002108708-26-000001 filed by CURTIS WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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