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Disclosery

Fairman Group, LLC: IVW position timeline

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

Fairman Group, LLC held 3,857 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,857 shares
    Change vs previous 13F +140 shares

    0.42% of the 13F portfolio, value $530,485.

    13F-HR 0002016719-26-000005 filed by Fairman Group, 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 3,717 shares
    Change vs previous 13F +251 shares

    0.36% of the 13F portfolio, value $420,437.

    13F-HR 0002016719-26-000004 filed by Fairman Group, 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 3,466 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $427,219.

    13F-HR 0002016719-26-000003 filed by Fairman Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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