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Edmonds Duncan Registered Investment Advisors, LLC: IVW position timeline

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

Edmonds Duncan Registered Investment Advisors, LLC held 55,462 IVW shares at 2024-09-30 per its 13F-HR filed 2024-11-13.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 55,462 shares
    Change vs previous 13F +1,266 shares

    1.16% of the 13F portfolio, value $5,310,518.

    13F-HR 0001668155-24-000004 filed by Edmonds Duncan Registered Investment 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 ended2024-06-30
    13F 54,196 shares
    Change vs previous 13F -8,956 shares

    1.22% of the 13F portfolio, value $5,015,328.

    13F-HR 0001668155-24-000003 filed by Edmonds Duncan Registered Investment 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 ended2024-03-31
    13F 63,152 shares
    Change vs previous 13F -1,541 shares

    1.34% of the 13F portfolio, value $5,332,582.

    13F-HR 0001668155-24-000002 filed by Edmonds Duncan Registered Investment 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 ended2023-12-31
    13F 64,693 shares
    Change vs previous 13F +6,556 shares

    1.26% of the 13F portfolio, value $4,858,469.

    13F-HR 0001668155-24-000001 filed by Edmonds Duncan Registered Investment 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 ended2023-09-30
    13F 58,137 shares
    Change vs previous 13F +517 shares

    1.12% of the 13F portfolio, value $3,977,756.

    13F-HR 0001668155-23-000004 filed by Edmonds Duncan Registered Investment 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 ended2023-06-30
    13F 57,620 shares
    Change vs previous 13F +30 shares

    1.22% of the 13F portfolio, value $4,061,058.

    13F-HR 0001668155-23-000003 filed by Edmonds Duncan Registered Investment 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 ended2023-03-31
    13F 57,590 shares
    Change vs previous 13F +836 shares

    1.14% of the 13F portfolio, value $3,679,425.

    13F-HR 0001668155-23-000002 filed by Edmonds Duncan Registered Investment 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 ended2022-12-31
    13F 56,754 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $3,320,109.

    13F-HR 0001668155-23-000001 filed by Edmonds Duncan Registered Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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