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Faithward Advisors, LLC: IVW position timeline

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

Faithward Advisors, LLC held 43,946 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,946 shares
    Change vs previous 13F +526 shares

    0.74% of the 13F portfolio, value $6,043,923.

    13F-HR 0001398344-26-014139 filed by Faithward 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 43,420 shares
    Change vs previous 13F +2,755 shares

    0.7% of the 13F portfolio, value $4,911,288.

    13F-HR 0001398344-26-006628 filed by Faithward 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 40,665 shares
    Change vs previous 13F +1,337 shares

    0.73% of the 13F portfolio, value $5,012,383.

    13F-HR 0001398344-26-003170 filed by Faithward 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 39,328 shares
    Change vs previous 13F +494 shares

    0.71% of the 13F portfolio, value $4,747,719.

    13F-HR 0001398344-25-021081 filed by Faithward 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 38,834 shares
    Change vs previous 13F +1,329 shares

    0.66% of the 13F portfolio, value $4,275,623.

    13F-HR 0001398344-25-015491 filed by Faithward 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 37,505 shares
    Change vs previous 13F +4,102 shares

    0.61% of the 13F portfolio, value $3,481,589.

    13F-HR 0001398344-25-009753 filed by Faithward 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 33,403 shares
    Change vs previous 13F +4,452 shares

    0.58% of the 13F portfolio, value $3,391,407.

    13F-HR 0001398344-25-002626 filed by Faithward 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 28,951 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,772,058.

    13F-HR 0001398344-24-020903 filed by Faithward Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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