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Disclosery

David J Yvars Group: IVW position timeline

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

David J Yvars Group held 2,249 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,249 shares
    Change vs previous 13F +201 shares

    0.15% of the 13F portfolio, value $319,885.

    13F-HR 0001085146-26-000859 filed by David J Yvars Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,048 shares
    Change vs previous 13F -19 shares

    0.14% of the 13F portfolio, value $281,618.

    13F-HR 0001836266-26-000003 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,067 shares
    Change vs previous 13F -345 shares

    0.13% of the 13F portfolio, value $233,772.

    13F-HR 0001836266-26-000002 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,412 shares
    Change vs previous 13F +323 shares

    0.16% of the 13F portfolio, value $297,310.

    13F-HR 0001836266-26-000001 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,089 shares
    Change vs previous 13F -107 shares

    0.14% of the 13F portfolio, value $252,200.

    13F-HR 0001836266-25-000002 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,196 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $241,743.

    13F-HR 0001085146-25-003610 filed by David J Yvars Group
    Filed (acceptance time not in the bulk data set), ingested

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