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DB Fitzpatrick & Co, Inc: IVW position timeline

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

DB Fitzpatrick & Co, Inc held 1,889 IVW shares at 2026-06-30 per its 13F-HR/A filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,889 shares
    Change vs previous 13F -48 shares

    0.21% of the 13F portfolio, value $259,794.

    13F-HR/A 0001885767-26-000004 filed by DB Fitzpatrick & Co, 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 1,937 shares
    Change vs previous 13F -96 shares

    0.19% of the 13F portfolio, value $219,094.

    13F-HR 0001885767-26-000002 filed by DB Fitzpatrick & Co, 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 2,033 shares
    Change vs previous 13F -34 shares

    0.22% of the 13F portfolio, value $250,588.

    13F-HR 0001885767-26-000001 filed by DB Fitzpatrick & Co, Inc
    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 2,067 shares
    Change vs previous 13F -227 shares

    0.23% of the 13F portfolio, value $249,528.

    13F-HR 0001885767-25-000007 filed by DB Fitzpatrick & Co, Inc
    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 2,294 shares
    Change vs previous 13F -28 shares

    0.22% of the 13F portfolio, value $252,569.

    13F-HR 0001885767-25-000004 filed by DB Fitzpatrick & Co, Inc
    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 2,322 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $215,551.

    13F-HR 0001885767-25-000003 filed by DB Fitzpatrick & Co, Inc
    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 2,322 shares
    Change vs previous 13F -322 shares

    0.22% of the 13F portfolio, value $235,753.

    13F-HR 0001885767-25-000001 filed by DB Fitzpatrick & Co, Inc
    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 2,644 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $253,163.

    13F-HR 0001885767-24-000005 filed by DB Fitzpatrick & Co, Inc
    Filed (acceptance time not in the bulk data set), ingested

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