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Detalus Advisors, LLC: IVW position timeline

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

Detalus Advisors, LLC held 253,147 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 253,147 shares
    Change vs previous 13F +4,272 shares

    6.79% of the 13F portfolio, value $34,815,362.

    13F-HR 0001799677-26-000005 filed by Detalus 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 248,875 shares
    Change vs previous 13F +12,542 shares

    6.43% of the 13F portfolio, value $28,150,268.

    13F-HR 0001799677-26-000003 filed by Detalus 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 236,333 shares
    Change vs previous 13F +9,613 shares

    7.1% of the 13F portfolio, value $29,130,453.

    13F-HR 0001799677-26-000001 filed by Detalus 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 226,720 shares
    Change vs previous 13F -5,347 shares

    7.09% of the 13F portfolio, value $27,369,694.

    13F-HR 0001799677-25-000007 filed by Detalus 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 232,067 shares
    Change vs previous 13F -7,850 shares

    7.41% of the 13F portfolio, value $25,550,597.

    13F-HR 0001799677-25-000004 filed by Detalus 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 239,917 shares
    Change vs previous 13F +27 shares

    6.99% of the 13F portfolio, value $22,271,524.

    13F-HR 0001799677-25-000003 filed by Detalus Advisors, LLC
    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 239,890 shares
    Change vs previous 13F -1,411 shares

    8.02% of the 13F portfolio, value $24,356,001.

    13F-HR 0001799677-25-000001 filed by Detalus Advisors, LLC
    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 241,301 shares
    Change vs previous 13F not available

    7.68% of the 13F portfolio, value $23,104,593.

    13F-HR 0001799677-24-000004 filed by Detalus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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