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Disclosery

Frontier Asset Management, LLC: IVW position timeline

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

Frontier Asset Management, LLC held 197,805 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,805 shares
    Change vs previous 13F +14,001 shares

    4.87% of the 13F portfolio, value $27,204,123.

    13F-HR 0001420506-26-001417 filed by Frontier Asset Management, 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 183,804 shares
    Change vs previous 13F +121,142 shares

    4.36% of the 13F portfolio, value $20,790,034.

    13F-HR 0001420506-26-000810 filed by Frontier Asset Management, 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 62,662 shares
    Change vs previous 13F -500 shares

    1.79% of the 13F portfolio, value $7,723,701.

    13F-HR 0001420506-26-000144 filed by Frontier Asset Management, 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 63,162 shares
    Change vs previous 13F +1,209 shares

    1.9% of the 13F portfolio, value $7,624,940.

    13F-HR 0001420506-25-002926 filed by Frontier Asset Management, 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 61,953 shares
    Change vs previous 13F -5,668 shares

    1.86% of the 13F portfolio, value $6,821,029.

    13F-HR 0001910146-25-000008 filed by Frontier Asset Management, 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 67,621 shares
    Change vs previous 13F -2,209 shares

    1.82% of the 13F portfolio, value $6,277,277.

    13F-HR 0001910146-25-000004 filed by Frontier Asset Management, 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 69,830 shares
    Change vs previous 13F +791 shares

    2.34% of the 13F portfolio, value $7,089,868.

    13F-HR 0001910146-25-000001 filed by Frontier Asset Management, 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 69,039 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $6,610,487.

    13F-HR 0001910146-24-000006 filed by Frontier Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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