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Elm Partners Management LLC: IVW position timeline

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

Elm Partners Management LLC held 4,648 IVW shares at 2026-06-30 per its 13F-HR/A filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 4,648 shares
    Change vs previous 13F +238 shares

    0.02% of the 13F portfolio, value $639,215.

    13F-HR/A 0001172661-26-004422 filed by Elm Partners Management LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 4,410 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $479,385.

    13F-HR 0001172661-26-001760 filed by Elm Partners Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  3. period ended2025-12-31
    13F/A 4,406 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $543,074.

    13F-HR/A 0001172661-26-004421 filed by Elm Partners Management LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F/A 4,401 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $531,312.

    13F-HR/A 0001172661-26-004420 filed by Elm Partners Management LLC
    Accepted , ingested