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Disclosery

Ellis Investment Partners, LLC: IVW position timeline

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

Ellis Investment Partners, LLC held 71,299 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,299 shares
    Change vs previous 13F -1,182 shares

    1.49% of the 13F portfolio, value $9,805,809.

    13F-HR 0001172661-26-003100 filed by Ellis Investment Partners, 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 72,481 shares
    Change vs previous 13F -1,469 shares

    1.42% of the 13F portfolio, value $8,198,333.

    13F-HR 0001172661-26-001722 filed by Ellis Investment Partners, 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 73,950 shares
    Change vs previous 13F -82 shares

    1.59% of the 13F portfolio, value $9,115,187.

    13F-HR 0001172661-26-000417 filed by Ellis Investment Partners, 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 74,032 shares
    Change vs previous 13F +574 shares

    1.61% of the 13F portfolio, value $8,937,152.

    13F-HR 0001172661-25-004372 filed by Ellis Investment Partners, 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 73,458 shares
    Change vs previous 13F -203 shares

    1.57% of the 13F portfolio, value $8,087,735.

    13F-HR 0001172661-25-002737 filed by Ellis Investment Partners, 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 73,661 shares
    Change vs previous 13F -2,693 shares

    1.41% of the 13F portfolio, value $6,837,964.

    13F-HR 0001172661-25-001532 filed by Ellis Investment Partners, 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 76,354 shares
    Change vs previous 13F -847 shares

    1.53% of the 13F portfolio, value $7,752,227.

    13F-HR 0001172661-25-000424 filed by Ellis Investment Partners, 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 77,201 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $7,392,028.

    13F-HR 0001172661-24-004354 filed by Ellis Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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