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FOUNDERS GROVE WEALTH PARTNERS, LLC: IVW position timeline

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

FOUNDERS GROVE WEALTH PARTNERS, LLC held 110,218 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,218 shares
    Change vs previous 13F -2,504 shares

    3.03% of the 13F portfolio, value $15,158,230.

    13F-HR 0002046157-26-000003 filed by FOUNDERS GROVE WEALTH PARTNERS, 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 112,722 shares
    Change vs previous 13F -486 shares

    2.9% of the 13F portfolio, value $12,749,985.

    13F-HR 0002046157-26-000002 filed by FOUNDERS GROVE WEALTH PARTNERS, 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 113,208 shares
    Change vs previous 13F -942 shares

    3.14% of the 13F portfolio, value $13,954,067.

    13F-HR 0002046157-26-000001 filed by FOUNDERS GROVE WEALTH PARTNERS, 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 114,150 shares
    Change vs previous 13F -2,154 shares

    3.24% of the 13F portfolio, value $13,780,149.

    13F-HR 0002046157-25-000007 filed by FOUNDERS GROVE WEALTH PARTNERS, 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 116,304 shares
    Change vs previous 13F -1,760 shares

    3.21% of the 13F portfolio, value $12,805,058.

    13F-HR 0002046157-25-000005 filed by FOUNDERS GROVE WEALTH PARTNERS, 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 118,064 shares
    Change vs previous 13F +8,371 shares

    3.05% of the 13F portfolio, value $10,959,893.

    13F-HR 0002046157-25-000003 filed by FOUNDERS GROVE WEALTH PARTNERS, 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 109,693 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $11,137,165.

    13F-HR 0002046157-25-000001 filed by FOUNDERS GROVE WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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