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FORMULATE FINANCIAL LLC: IVW position timeline

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

FORMULATE FINANCIAL LLC held 54,414 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,414 shares
    Change vs previous 13F +1,616 shares

    7.88% of the 13F portfolio, value $7,483,534.

    13F-HR 0002093400-26-000003 filed by FORMULATE FINANCIAL 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 52,798 shares
    Change vs previous 13F +1,665 shares

    7.37% of the 13F portfolio, value $5,972,081.

    13F-HR 0002093400-26-000002 filed by FORMULATE FINANCIAL 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 51,133 shares
    Change vs previous 13F +3,696 shares

    7.39% of the 13F portfolio, value $6,302,650.

    13F-HR 0002093400-26-000001 filed by FORMULATE FINANCIAL 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 47,437 shares
    Change vs previous 13F not available

    7.1% of the 13F portfolio, value $5,726,581.

    13F-HR 0002093400-25-000001 filed by FORMULATE FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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