Skip to content
Disclosery

FIDUCIENT ADVISORS LLC: IVW position timeline

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

FIDUCIENT ADVISORS LLC held 14,185 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,185 shares
    Change vs previous 13F -863 shares

    0.28% of the 13F portfolio, value $1,950,882.

    13F-HR 0001172661-26-003177 filed by FIDUCIENT 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 15,048 shares
    Change vs previous 13F +9 shares

    0.22% of the 13F portfolio, value $1,702,077.

    13F-HR 0001172661-26-001640 filed by FIDUCIENT 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 15,039 shares
    Change vs previous 13F -161 shares

    0.23% of the 13F portfolio, value $1,853,765.

    13F-HR 0001172661-26-000553 filed by FIDUCIENT 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 15,200 shares
    Change vs previous 13F -222 shares

    0.21% of the 13F portfolio, value $1,835,061.

    13F-HR 0001172661-25-004495 filed by FIDUCIENT 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 15,422 shares
    Change vs previous 13F +140 shares

    0.21% of the 13F portfolio, value $1,698,035.

    13F-HR 0001172661-25-003085 filed by FIDUCIENT 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 15,282 shares
    Change vs previous 13F +11 shares

    0.18% of the 13F portfolio, value $1,418,683.

    13F-HR 0001172661-25-002144 filed by FIDUCIENT 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 15,271 shares
    Change vs previous 13F -347 shares

    0.19% of the 13F portfolio, value $1,550,485.

    13F-HR 0001172661-25-000779 filed by FIDUCIENT 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 15,618 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,495,436.

    13F-HR 0001172661-24-004368 filed by FIDUCIENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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