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Dominguez Wealth Management Solutions, Inc.: IVW position timeline

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

Dominguez Wealth Management Solutions, Inc. held 16,436 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,436 shares
    Change vs previous 13F -26 shares

    1.29% of the 13F portfolio, value $2,338,148.

    13F-HR 0001881335-26-000005 filed by Dominguez Wealth Management Solutions, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 16,462 shares
    Change vs previous 13F +73 shares

    1.25% of the 13F portfolio, value $2,264,043.

    13F-HR 0001881335-26-000003 filed by Dominguez Wealth Management Solutions, Inc.
    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 16,389 shares
    Change vs previous 13F -82 shares

    1.12% of the 13F portfolio, value $1,853,716.

    13F-HR 0001881335-26-000002 filed by Dominguez Wealth Management Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 16,471 shares
    Change vs previous 13F +267 shares

    1.24% of the 13F portfolio, value $2,030,154.

    13F-HR 0001881335-26-000001 filed by Dominguez Wealth Management Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,204 shares
    Change vs previous 13F +90 shares

    1.24% of the 13F portfolio, value $1,956,122.

    13F-HR 0001881335-25-000007 filed by Dominguez Wealth Management Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 16,114 shares
    Change vs previous 13F +319 shares

    1.23% of the 13F portfolio, value $1,774,196.

    13F-HR 0001881335-25-000005 filed by Dominguez Wealth Management Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 15,795 shares
    Change vs previous 13F +10 shares

    1.07% of the 13F portfolio, value $1,466,280.

    13F-HR 0001881335-25-000004 filed by Dominguez Wealth Management Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 15,785 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,602,648.

    13F-HR 0001881335-25-000001 filed by Dominguez Wealth Management Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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