DROMS STRAUSS ADVISORS INC /MO/ /ADV: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DROMS STRAUSS ADVISORS INC /MO/ /ADV on IVW, newest first. How the timeline and the estimate are built.

DROMS STRAUSS ADVISORS INC /MO/ /ADV held 226,859 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 226,859 shares
Change vs previous 13F -726 shares
7.08% of the 13F portfolio, value $31,199,941.
13F-HR 0001053292-26-000006 filed by DROMS STRAUSS ADVISORS INC /MO/ /ADV
Filed 2026-08-10 (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).
period ended2026-03-31
13F 227,585 shares
Change vs previous 13F -2,683 shares
6.73% of the 13F portfolio, value $25,742,106.
13F-HR 0001053292-26-000004 filed by DROMS STRAUSS ADVISORS INC /MO/ /ADV
Filed 2026-05-01 (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).
period ended2025-12-31
13F 230,268 shares
Change vs previous 13F -925 shares
7.47% of the 13F portfolio, value $28,382,783.
13F-HR 0001053292-26-000002 filed by DROMS STRAUSS ADVISORS INC /MO/ /ADV
Filed 2026-02-13 (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).
period ended2025-09-30
13F 231,193 shares
Change vs previous 13F -16,861 shares
8.09% of the 13F portfolio, value $27,909,598.
13F-HR 0001053292-25-000007 filed by DROMS STRAUSS ADVISORS INC /MO/ /ADV
Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 248,054 shares
Change vs previous 13F -1,220 shares
8.38% of the 13F portfolio, value $27,310,728.
13F-HR 0001053292-25-000004 filed by DROMS STRAUSS ADVISORS INC /MO/ /ADV
Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 249,274 shares
Change vs previous 13F +995 shares
7.94% of the 13F portfolio, value $23,140,104.
13F-HR 0001053292-25-000003 filed by DROMS STRAUSS ADVISORS INC /MO/ /ADV
Filed 2025-05-02 (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).
period ended2024-12-31
13F 248,279 shares
Change vs previous 13F -561 shares
8.23% of the 13F portfolio, value $25,207,739.
13F-HR 0001053292-25-000001 filed by DROMS STRAUSS ADVISORS INC /MO/ /ADV
Filed 2025-01-31 (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).
period ended2024-09-30
13F 248,840 shares
Change vs previous 13F not available
8.44% of the 13F portfolio, value $23,826,395.
13F-HR 0001053292-24-000008 filed by DROMS STRAUSS ADVISORS INC /MO/ /ADV
Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).