Decker Retirement Planning Inc.: IVW position timeline

Decker Retirement Planning Inc. held 542 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 542 shares

   Change vs previous 13F +542 shares

   0.03% of the 13F portfolio, value $74,541.

   13F-HR 0001975700-26-000013 filed by Decker Retirement Planning Inc.
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -225 shares

   13F-HR 0001975700-26-000012 filed by Decker Retirement Planning Inc.
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 225 shares

   Change vs previous 13F +225 shares

   0.01% of the 13F portfolio, value $27,763.

   13F-HR 0001975700-26-000001 filed by Decker Retirement Planning Inc.
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -112 shares

   13F-HR 0001975700-25-000003 filed by Decker Retirement Planning Inc.
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-12-31

   13F 112 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $11,371.

   13F-HR 0001975700-25-000001 filed by Decker Retirement Planning Inc.
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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