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Foguth Wealth Management, LLC.: IVW position timeline

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

Foguth Wealth Management, LLC. held 5,511 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,511 shares
    Change vs previous 13F -58 shares

    0.08% of the 13F portfolio, value $742,233.

    13F-HR 0002016322-26-000007 filed by Foguth Wealth Management, 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 5,569 shares
    Change vs previous 13F +1,881 shares

    0.09% of the 13F portfolio, value $781,632.

    13F-HR 0002016322-26-000006 filed by Foguth Wealth Management, 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 3,688 shares
    Change vs previous 13F +878 shares

    0.07% of the 13F portfolio, value $454,909.

    13F-HR 0002016322-26-000001 filed by Foguth Wealth Management, 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 2,810 shares
    Change vs previous 13F -698 shares

    0.07% of the 13F portfolio, value $309,349.

    13F-HR 0002016322-25-000008 filed by Foguth Wealth Management, 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 3,508 shares
    Change vs previous 13F -3,004 shares

    0.08% of the 13F portfolio, value $325,648.

    13F-HR 0002016322-25-000006 filed by Foguth Wealth Management, 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 6,512 shares
    Change vs previous 13F -1,154 shares

    0.18% of the 13F portfolio, value $691,927.

    13F-HR 0002016322-25-000002 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 7,666 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $737,000.

    13F-HR 0002016322-24-000003 filed by Foguth Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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