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Disclosery

Family Office Research LLC: IVW position timeline

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

Family Office Research LLC held 4,135 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,135 shares
    Change vs previous 13F -140 shares

    0.23% of the 13F portfolio, value $588,245.

    13F-HR 0001172661-26-004535 filed by Family Office Research LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,275 shares
    Change vs previous 13F -75 shares

    0.22% of the 13F portfolio, value $587,941.

    13F-HR 0001172661-26-002809 filed by Family Office Research LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,350 shares
    Change vs previous 13F -65 shares

    0.21% of the 13F portfolio, value $492,029.

    13F-HR 0001172661-26-001761 filed by Family Office Research LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,415 shares
    Change vs previous 13F -200 shares

    0.22% of the 13F portfolio, value $549,094.

    13F-HR 0001172661-26-000542 filed by Family Office Research LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,615 shares
    Change vs previous 13F -69 shares

    0.24% of the 13F portfolio, value $557,123.

    13F-HR 0001172661-25-004576 filed by Family Office Research LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,684 shares
    Change vs previous 13F -100 shares

    0.24% of the 13F portfolio, value $515,708.

    13F-HR 0001172661-25-003381 filed by Family Office Research LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,784 shares
    Change vs previous 13F -1,182 shares

    0.22% of the 13F portfolio, value $444,099.

    13F-HR 0001172661-25-002402 filed by Family Office Research LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,966 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $605,783.

    13F-HR 0001172661-25-000759 filed by Family Office Research LLC
    Filed (acceptance time not in the bulk data set), ingested

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