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Disclosery

Expressive Wealth LLC: IVW position timeline

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

Expressive Wealth LLC held 18,911 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,911 shares
    Change vs previous 13F -525 shares

    2.46% of the 13F portfolio, value $2,600,858.

    13F-HR 0002026980-26-000006 filed by Expressive Wealth 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 19,436 shares
    Change vs previous 13F +1,910 shares

    2.49% of the 13F portfolio, value $2,610,671.

    13F-HR 0002026980-26-000002 filed by Expressive Wealth 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 17,526 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $2,160,255.

    13F-HR 0002026980-26-000001 filed by Expressive Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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