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Forthright Family Wealth Advisory LLC: IVW position timeline

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

Forthright Family Wealth Advisory LLC held 98,809 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,809 shares
    Change vs previous 13F +67,277 shares

    7.69% of the 13F portfolio, value $13,589,166.

    13F-HR 0002008648-26-000003 filed by Forthright Family Wealth Advisory 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 31,532 shares
    Change vs previous 13F -67,540 shares

    1.79% of the 13F portfolio, value $2,662,562.

    13F-HR 0002008648-26-000002 filed by Forthright Family Wealth Advisory 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 99,072 shares
    Change vs previous 13F +1,740 shares

    7.68% of the 13F portfolio, value $12,211,629.

    13F-HR 0002008648-26-000001 filed by Forthright Family Wealth Advisory 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 97,332 shares
    Change vs previous 13F -12,671 shares

    7.22% of the 13F portfolio, value $11,749,919.

    13F-HR 0002008648-25-000005 filed by Forthright Family Wealth Advisory 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 110,003 shares
    Change vs previous 13F -2,205 shares

    7.67% of the 13F portfolio, value $12,111,330.

    13F-HR 0002008648-25-000003 filed by Forthright Family Wealth Advisory 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 112,208 shares
    Change vs previous 13F +2,392 shares

    6.88% of the 13F portfolio, value $10,416,269.

    13F-HR 0002008648-25-000002 filed by Forthright Family Wealth Advisory 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 109,816 shares
    Change vs previous 13F -15,379 shares

    7.25% of the 13F portfolio, value $11,149,618.

    13F-HR 0002008648-25-000001 filed by Forthright Family Wealth Advisory 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 125,195 shares
    Change vs previous 13F not available

    8.36% of the 13F portfolio, value $13,019,028.

    13F-HR 0002008648-24-000004 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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