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Disclosery

CWC Advisors, LLC.: IVW position timeline

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

CWC Advisors, LLC. held 35,590 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,590 shares
    Change vs previous 13F +7 shares

    2.17% of the 13F portfolio, value $4,894,633.

    13F-HR 0001941040-26-000433 filed by CWC Advisors, 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 35,583 shares
    Change vs previous 13F +915 shares

    1.92% of the 13F portfolio, value $4,024,795.

    13F-HR 0001941040-26-000223 filed by CWC Advisors, 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 34,668 shares
    Change vs previous 13F +228 shares

    2.06% of the 13F portfolio, value $4,273,238.

    13F-HR 0001941040-26-000043 filed by CWC Advisors, 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 34,440 shares
    Change vs previous 13F -17,015 shares

    2.04% of the 13F portfolio, value $4,157,579.

    13F-HR 0001941040-25-000544 filed by CWC Advisors, 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 51,455 shares
    Change vs previous 13F +6,929 shares

    2.93% of the 13F portfolio, value $5,665,221.

    13F-HR 0001941040-25-000345 filed by CWC Advisors, 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 44,526 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $4,133,313.

    13F-HR 0001941040-25-000232 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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