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FLOYD FINANCIAL GROUP LLC: IVW position timeline

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

FLOYD FINANCIAL GROUP LLC held 3,986 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,986 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $549,630.

    13F-HR 0002007613-26-000005 filed by FLOYD FINANCIAL GROUP 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 3,986 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $503,591.

    13F-HR 0002007613-26-000003 filed by FLOYD FINANCIAL GROUP 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 3,986 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $482,784.

    13F-HR 0002007613-26-000002 filed by FLOYD FINANCIAL GROUP 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 3,986 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $481,230.

    13F-HR 0002007613-25-000008 filed by FLOYD FINANCIAL GROUP 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 3,986 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $441,649.

    13F-HR 0002007613-25-000006 filed by FLOYD FINANCIAL GROUP 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 3,986 shares
    Change vs previous 13F -99 shares

    0.33% of the 13F portfolio, value $370,020.

    13F-HR 0002007613-25-000003 filed by FLOYD FINANCIAL GROUP 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 4,085 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $412,912.

    13F-HR 0002007613-25-000001 filed by FLOYD FINANCIAL GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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