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Disclosery

Eagle Strategies LLC: IVW position timeline

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

Eagle Strategies LLC held 16,377 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,377 shares
    Change vs previous 13F +161 shares

    0.22% of the 13F portfolio, value $2,252,370.

    13F-HR 0001907666-26-000004 filed by Eagle Strategies 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 16,216 shares
    Change vs previous 13F +668 shares

    0.22% of the 13F portfolio, value $1,834,160.

    13F-HR 0001907666-26-000003 filed by Eagle Strategies 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 15,548 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,916,480.

    13F-HR 0001907666-26-000001 filed by Eagle Strategies 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 15,548 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $1,876,913.

    13F-HR 0001907666-25-000003 filed by Eagle Strategies 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 15,547 shares
    Change vs previous 13F +161 shares

    0.26% of the 13F portfolio, value $1,711,723.

    13F-HR 0001085146-25-004082 filed by Eagle Strategies 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 15,386 shares
    Change vs previous 13F +426 shares

    0.25% of the 13F portfolio, value $1,428,314.

    13F-HR 0001085146-25-002239 filed by Eagle Strategies 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 14,960 shares
    Change vs previous 13F -9 shares

    0.26% of the 13F portfolio, value $1,518,875.

    13F-HR 0001085146-25-001715 filed by Eagle Strategies 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 14,969 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,433,313.

    13F-HR 0001085146-24-005165 filed by Eagle Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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