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Disclosery

Ellenbecker Investment Group: IVW position timeline

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

Ellenbecker Investment Group held 2,507 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 2,507 shares
    Change vs previous 13F -189 shares

    0.04% of the 13F portfolio, value $344,818.

    13F-HR 0001731497-26-000005 filed by Ellenbecker Investment Group
    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 2,696 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $304,961.

    13F-HR 0001731497-26-000002 filed by Ellenbecker Investment Group
    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 2,694 shares
    Change vs previous 13F +409 shares

    0.05% of the 13F portfolio, value $332,182.

    13F-HR 0001731497-26-000001 filed by Ellenbecker Investment Group
    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 2,285 shares
    Change vs previous 13F -62 shares

    0.04% of the 13F portfolio, value $275,909.

    13F-HR 0001731497-25-000007 filed by Ellenbecker Investment Group
    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 2,347 shares
    Change vs previous 13F -1,365 shares

    0.04% of the 13F portfolio, value $258,491.

    13F-HR 0001731497-25-000004 filed by Ellenbecker Investment Group
    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 3,712 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $344,603.

    13F-HR 0001731497-25-000003 filed by Ellenbecker Investment Group
    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 3,710 shares
    Change vs previous 13F +941 shares

    0.07% of the 13F portfolio, value $376,736.

    13F-HR 0001731497-25-000001 filed by Ellenbecker Investment Group
    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 2,769 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $265,211.

    13F-HR 0001731497-24-000006 filed by Ellenbecker Investment Group
    Filed (acceptance time not in the bulk data set), ingested

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