Skip to content
Disclosery

Financial Insights, Inc.: IVW position timeline

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

Financial Insights, Inc. held 3,526 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,526 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $484,938.

    13F-HR 0001642058-26-000005 filed by Financial Insights, 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 3,526 shares
    Change vs previous 13F -991 shares

    0.13% of the 13F portfolio, value $398,830.

    13F-HR 0001642058-26-000004 filed by Financial Insights, 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 4,517 shares
    Change vs previous 13F +785 shares

    0.19% of the 13F portfolio, value $556,768.

    13F-HR 0001085146-26-000292 filed by Financial Insights, 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 3,732 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $450,527.

    13F-HR 0001085146-26-000291 filed by Financial Insights, 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 3,732 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $410,893.

    13F-HR 0001085146-25-004028 filed by Financial Insights, 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 3,732 shares
    Change vs previous 13F -90 shares

    0.14% of the 13F portfolio, value $346,442.

    13F-HR 0001085146-25-002342 filed by Financial Insights, 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 3,822 shares
    Change vs previous 13F -332 shares

    0.14% of the 13F portfolio, value $388,048.

    13F-HR 0001085146-25-001806 filed by Financial Insights, 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 4,154 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $397,746.

    13F-HR 0001085146-24-005052 filed by Financial Insights, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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