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Disclosery

Fiduciary Alliance LLC: IVW position timeline

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

Fiduciary Alliance LLC held 24,256 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,256 shares
    Change vs previous 13F +1,125 shares

    0.23% of the 13F portfolio, value $3,335,962.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 23,131 shares
    Change vs previous 13F +4,468 shares

    0.18% of the 13F portfolio, value $2,922,327.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 18,663 shares
    Change vs previous 13F -233 shares

    0.15% of the 13F portfolio, value $2,300,442.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 18,896 shares
    Change vs previous 13F +2,637 shares

    0.15% of the 13F portfolio, value $2,281,150.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 16,259 shares
    Change vs previous 13F -172 shares

    0.13% of the 13F portfolio, value $1,790,129.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 16,431 shares
    Change vs previous 13F -246 shares

    0.15% of the 13F portfolio, value $1,525,324.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 16,677 shares
    Change vs previous 13F +37 shares

    0.17% of the 13F portfolio, value $1,693,225.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance 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 16,640 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,593,322.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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