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FORM Wealth Advisors, LLC: IVW position timeline

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

FORM Wealth Advisors, LLC held 24,780 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,780 shares
    Change vs previous 13F -2,404 shares

    0.37% of the 13F portfolio, value $3,407,979.

    13F-HR 0002085853-26-000683 filed by FORM Wealth 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 ended2026-03-31
    13F 27,184 shares
    Change vs previous 13F -1,068 shares

    0.36% of the 13F portfolio, value $3,074,765.

    13F-HR 0002085853-26-000363 filed by FORM Wealth Advisors, 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 28,252 shares
    Change vs previous 13F -2,201 shares

    0.41% of the 13F portfolio, value $3,482,390.

    13F-HR 0002085853-26-000123 filed by FORM Wealth 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 30,453 shares
    Change vs previous 13F +1,003 shares

    0.41% of the 13F portfolio, value $3,352,855.

    13F-HR 0001667731-25-000840 filed by FORM Wealth 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 29,450 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,733,810.

    13F-HR 0001667731-25-000490 filed by FORM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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