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Disclosery

Daybright Advisory Services, Inc.: IVW position timeline

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

Daybright Advisory Services, Inc. held 10,827 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,827 shares
    Change vs previous 13F +8 shares

    0.35% of the 13F portfolio, value $1,464,296.

    13F-HR 0002107111-26-000004 filed by Daybright Advisory Services, Inc.
    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 10,819 shares
    Change vs previous 13F -825 shares

    0.34% of the 13F portfolio, value $1,223,756.

    13F-HR 0002107111-26-000002 filed by Daybright Advisory Services, Inc.
    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 11,644 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,435,191.

    13F-HR 0002107111-26-000001 filed by Daybright Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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