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Disclosery

Evensky & Katz LLC: IVW position timeline

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

Evensky & Katz LLC held 0 IVW shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -23,772 shares

    13F-HR 0001357867-25-000005 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 23,772 shares
    Change vs previous 13F -46 shares

    0.15% of the 13F portfolio, value $2,207,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 23,818 shares
    Change vs previous 13F +25 shares

    0.16% of the 13F portfolio, value $2,418,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 23,793 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,278,000.

    13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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