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CWA Asset Management Group, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWA Asset Management Group, LLC on IVV, newest first. How the timeline and the estimate are built.

CWA Asset Management Group, LLC held 25,990 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,990 shares
    Change vs previous 13F +382 shares

    0.6% of the 13F portfolio, value $19,463,513.

    13F-HR 0001667134-26-000004 filed by CWA Asset Management Group, 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 25,608 shares
    Change vs previous 13F -2,341 shares

    0.57% of the 13F portfolio, value $16,727,279.

    13F-HR 0001667134-26-000003 filed by CWA Asset Management Group, 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 27,949 shares
    Change vs previous 13F +973 shares

    0.69% of the 13F portfolio, value $19,143,556.

    13F-HR 0001667134-26-000001 filed by CWA Asset Management Group, 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 26,976 shares
    Change vs previous 13F +4,626 shares

    0.67% of the 13F portfolio, value $18,055,198.

    13F-HR 0001667134-25-000006 filed by CWA Asset Management Group, 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 22,350 shares
    Change vs previous 13F +1,256 shares

    0.59% of the 13F portfolio, value $13,877,422.

    13F-HR 0001667134-25-000004 filed by CWA Asset Management Group, 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 21,094 shares
    Change vs previous 13F +14,582 shares

    0.57% of the 13F portfolio, value $11,852,856.

    13F-HR 0001667134-25-000003 filed by CWA Asset Management Group, 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 6,512 shares
    Change vs previous 13F +2,670 shares

    0.19% of the 13F portfolio, value $3,833,624.

    13F-HR 0001667134-25-000001 filed by CWA Asset Management Group, 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 3,842 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,216,276.

    13F-HR 0001667134-24-000002 filed by CWA Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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