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Financial Advisors Network, Inc.: IVW position timeline

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

Financial Advisors Network, Inc. held 96,750 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,750 shares
    Change vs previous 13F -409 shares

    1.63% of the 13F portfolio, value $13,305,962.

    13F-HR 0001697856-26-000004 filed by Financial Advisors Network, 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 97,159 shares
    Change vs previous 13F -6,665 shares

    1.52% of the 13F portfolio, value $10,989,677.

    13F-HR 0001697856-26-000003 filed by Financial Advisors Network, 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 103,824 shares
    Change vs previous 13F -211 shares

    1.75% of the 13F portfolio, value $12,797,333.

    13F-HR 0001697856-26-000002 filed by Financial Advisors Network, 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 104,035 shares
    Change vs previous 13F -537 shares

    1.78% of the 13F portfolio, value $12,559,165.

    13F-HR 0001697856-25-000004 filed by Financial Advisors Network, 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 104,572 shares
    Change vs previous 13F -695 shares

    1.74% of the 13F portfolio, value $11,513,384.

    13F-HR 0001085146-25-005299 filed by Financial Advisors Network, 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 105,267 shares
    Change vs previous 13F -1,797 shares

    1.62% of the 13F portfolio, value $9,771,944.

    13F-HR 0001085146-25-003052 filed by Financial Advisors Network, 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 107,064 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $10,870,218.

    13F-HR 0001085146-25-001678 filed by Financial Advisors Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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