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Farther Finance Advisors, LLC: IVW position timeline

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

Farther Finance Advisors, LLC held 332,750 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 332,750 shares
    Change vs previous 13F +3,192 shares

    0.34% of the 13F portfolio, value $47,337,065.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 329,558 shares
    Change vs previous 13F -3,029 shares

    0.35% of the 13F portfolio, value $45,322,839.

    13F-HR 0001992825-26-000004 filed by Farther Finance 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 ended2026-03-31
    13F 332,587 shares
    Change vs previous 13F -53,940 shares

    0.36% of the 13F portfolio, value $38,117,749.

    13F-HR 0001992825-26-000003 filed by Farther Finance 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 ended2025-12-31
    13F 386,527 shares
    Change vs previous 13F +93,161 shares

    0.51% of the 13F portfolio, value $47,643,260.

    13F-HR 0001992825-26-000001 filed by Farther Finance 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 ended2025-09-30
    13F 293,366 shares
    Change vs previous 13F +86,856 shares

    0.54% of the 13F portfolio, value $35,415,108.

    13F-HR 0001992825-25-000010 filed by Farther Finance 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 ended2025-06-30
    13F 206,510 shares
    Change vs previous 13F -162,221 shares

    0.46% of the 13F portfolio, value $22,736,720.

    13F-HR 0001992825-25-000006 filed by Farther Finance 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 ended2025-03-31
    13F 368,731 shares
    Change vs previous 13F +91,410 shares

    0.88% of the 13F portfolio, value $34,476,326.

    13F-HR 0001992825-25-000004 filed by Farther Finance 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 ended2024-12-31
    13F 277,321 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $28,156,406.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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