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Disclosery

Enclave Advisors LLC: IVW position timeline

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

Enclave Advisors LLC held 12,361 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,361 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,700,009.

    13F-HR 0001754960-26-000518 filed by Enclave 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 ended2026-03-31
    13F 12,361 shares
    Change vs previous 13F -142 shares

    0.2% of the 13F portfolio, value $1,398,153.

    13F-HR 0001754960-26-000223 filed by Enclave 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 ended2025-12-31
    13F 12,503 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,541,120.

    13F-HR 0001754960-26-000046 filed by Enclave 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 ended2025-09-30
    13F 12,503 shares
    Change vs previous 13F +287 shares

    0.23% of the 13F portfolio, value $1,509,363.

    13F-HR 0001754960-25-000665 filed by Enclave 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 ended2025-06-30
    13F 12,216 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,344,982.

    13F-HR 0001754960-25-000422 filed by Enclave 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 ended2025-03-31
    13F 12,216 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,134,012.

    13F-HR 0001754960-25-000173 filed by Enclave 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 ended2024-12-31
    13F 12,216 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,240,291.

    13F-HR 0001754960-25-000041 filed by Enclave 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 ended2024-09-30
    13F 12,216 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,169,682.

    13F-HR 0001754960-24-000567 filed by Enclave Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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