Skip to content
Disclosery

Formidable Asset Management, LLC: IVW position timeline

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

Formidable Asset Management, LLC held 11,182 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,182 shares
    Change vs previous 13F -180 shares

    0.2% of the 13F portfolio, value $1,264,796.

    13F-HR 0001592613-26-000003 filed by Formidable Asset 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 11,362 shares
    Change vs previous 13F +900 shares

    0.22% of the 13F portfolio, value $1,400,480.

    13F-HR 0001592613-26-000002 filed by Formidable Asset 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 10,462 shares
    Change vs previous 13F -12 shares

    0.18% of the 13F portfolio, value $1,262,973.

    13F-HR 0001592613-26-000001 filed by Formidable Asset 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 ended2025-09-30
    13F 10,474 shares
    Change vs previous 13F +5,986 shares

    0.18% of the 13F portfolio, value $1,153,187.

    13F-HR 0001592613-25-000008 filed by Formidable Asset 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 ended2025-06-30
    13F 4,488 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $416,621.

    13F-HR 0001592613-25-000004 filed by Formidable Asset 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 ended2025-03-31
    13F 4,488 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $416,621.

    13F-HR 0001592613-25-000002 filed by Formidable Asset 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 ended2024-12-31
    13F 4,488 shares
    Change vs previous 13F -160 shares

    0.07% of the 13F portfolio, value $455,667.

    13F-HR 0001592613-25-000001 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,648 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $445,046.

    13F-HR 0001592613-24-000006 filed by Formidable Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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