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First Heartland Consultants, Inc.: IVW position timeline

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

First Heartland Consultants, Inc. held 138,011 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 138,011 shares
    Change vs previous 13F -6,695 shares

    1.31% of the 13F portfolio, value $19,633,506.

    13F-HR 0001214659-26-012670 filed by First Heartland Consultants, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 144,706 shares
    Change vs previous 13F -34,990 shares

    1.29% of the 13F portfolio, value $19,901,402.

    13F-HR 0001214659-26-008353 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 179,696 shares
    Change vs previous 13F -27,504 shares

    1.56% of the 13F portfolio, value $20,325,455.

    13F-HR 0001214659-26-004432 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 207,200 shares
    Change vs previous 13F +3,584 shares

    1.94% of the 13F portfolio, value $25,539,516.

    13F-HR 0001214659-26-000326 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 203,616 shares
    Change vs previous 13F -54,483 shares

    1.98% of the 13F portfolio, value $24,580,574.

    13F-HR 0001214659-25-016153 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 258,099 shares
    Change vs previous 13F +83,750 shares

    2.53% of the 13F portfolio, value $28,416,682.

    13F-HR 0001214659-25-012366 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 174,349 shares
    Change vs previous 13F +9,917 shares

    1.67% of the 13F portfolio, value $16,184,794.

    13F-HR 0001214659-25-007055 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 164,432 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $16,694,807.

    13F-HR 0001214659-25-002909 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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