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FLORIDA FINANCIAL ADVISORS, LLC: IVW position timeline

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

FLORIDA FINANCIAL ADVISORS, LLC held 1,491 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,491 shares
    Change vs previous 13F +1,491 shares

    0.03% of the 13F portfolio, value $205,096.

    13F-HR 0002050972-26-000006 filed by FLORIDA FINANCIAL 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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -2,006 shares

    13F-HR 0002050972-26-000002 filed by FLORIDA FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 2,006 shares
    Change vs previous 13F -11,344 shares

    0.07% of the 13F portfolio, value $242,125.

    13F-HR 0002050972-25-000016 filed by FLORIDA FINANCIAL 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 ended2025-06-30
    13F/A 13,350 shares
    Change vs previous 13F +2,795 shares

    0.49% of the 13F portfolio, value $1,469,839.

    13F-HR/A 0002050972-25-000010 filed by FLORIDA FINANCIAL 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 ended2025-03-31
    13F 10,555 shares
    Change vs previous 13F -786 shares

    0.39% of the 13F portfolio, value $979,786.

    13F-HR 0002050972-25-000007 filed by FLORIDA FINANCIAL 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 ended2024-12-31
    13F 11,341 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,151,474.

    13F-HR 0002050972-25-000006 filed by FLORIDA FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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