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Disclosery

Frisch Financial Group, Inc.: IVW position timeline

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

Frisch Financial Group, Inc. held 70,470 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,470 shares
    Change vs previous 13F +49,906 shares

    1.66% of the 13F portfolio, value $9,691,755.

    13F-HR 0001767730-26-000004 filed by Frisch Financial Group, 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 20,564 shares
    Change vs previous 13F +9,111 shares

    0.49% of the 13F portfolio, value $2,325,970.

    13F-HR 0001767730-26-000003 filed by Frisch Financial Group, 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 11,453 shares
    Change vs previous 13F +5,124 shares

    0.32% of the 13F portfolio, value $1,411,756.

    13F-HR 0001767730-26-000001 filed by Frisch Financial Group, 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 6,329 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $764,049.

    13F-HR 0001767730-25-000007 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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