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FAS Wealth Partners, Inc.: IVW position timeline

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

FAS Wealth Partners, Inc. held 170,400 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 170,400 shares
    Change vs previous 13F -1,431 shares

    1.22% of the 13F portfolio, value $23,435,147.

    13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, Inc.
    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 171,831 shares
    Change vs previous 13F -6,564 shares

    1.21% of the 13F portfolio, value $19,435,749.

    13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, Inc.
    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 178,395 shares
    Change vs previous 13F -1,913 shares

    1.42% of the 13F portfolio, value $21,988,914.

    13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, Inc.
    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 180,308 shares
    Change vs previous 13F -1,825 shares

    1.47% of the 13F portfolio, value $21,766,722.

    13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, Inc.
    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 182,133 shares
    Change vs previous 13F +942 shares

    1.48% of the 13F portfolio, value $20,052,825.

    13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, Inc.
    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 181,191 shares
    Change vs previous 13F -7,225 shares

    1.37% of the 13F portfolio, value $16,819,942.

    13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, Inc.
    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 188,416 shares
    Change vs previous 13F -3,342 shares

    1.61% of the 13F portfolio, value $19,129,854.

    13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, Inc.
    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 191,758 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $18,360,837.

    13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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