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Disclosery

Francis Financial, Inc.: IVW position timeline

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

Francis Financial, Inc. held 4,675 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,675 shares
    Change vs previous 13F -143 shares

    0.11% of the 13F portfolio, value $643,016.

    13F-HR 0001727514-26-000003 filed by Francis Financial, Inc.
    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 4,818 shares
    Change vs previous 13F +101 shares

    0.1% of the 13F portfolio, value $545,016.

    13F-HR 0001727514-26-000002 filed by Francis Financial, Inc.
    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 4,717 shares
    Change vs previous 13F -40 shares

    0.11% of the 13F portfolio, value $581,474.

    13F-HR 0001727514-26-000001 filed by Francis Financial, Inc.
    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 4,757 shares
    Change vs previous 13F +40 shares

    0.1% of the 13F portfolio, value $574,321.

    13F-HR 0001727514-25-000003 filed by Francis Financial, Inc.
    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 4,717 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $519,392.

    13F-HR 0001085146-25-004708 filed by Francis Financial, Inc.
    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 4,717 shares
    Change vs previous 13F -468 shares

    0.11% of the 13F portfolio, value $437,922.

    13F-HR 0001085146-25-002986 filed by Francis Financial, Inc.
    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 5,185 shares
    Change vs previous 13F -40 shares

    0.13% of the 13F portfolio, value $526,480.

    13F-HR 0001085146-25-001582 filed by Francis Financial, Inc.
    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 5,225 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $500,338.

    13F-HR 0001085146-24-005311 filed by Francis Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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