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GARRISON POINT ADVISORS, LLC: IVW position timeline

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

GARRISON POINT ADVISORS, LLC held 5,028 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,028 shares
    Change vs previous 13F +3 shares

    0.28% of the 13F portfolio, value $691,501.

    13F-HR 0001172661-26-002964 filed by GARRISON POINT ADVISORS, 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 5,025 shares
    Change vs previous 13F -10 shares

    0.26% of the 13F portfolio, value $568,378.

    13F-HR 0001172661-26-001744 filed by GARRISON POINT ADVISORS, 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 5,035 shares
    Change vs previous 13F +784 shares

    0.27% of the 13F portfolio, value $620,614.

    13F-HR 0001172661-26-000788 filed by GARRISON POINT ADVISORS, 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 4,251 shares
    Change vs previous 13F +411 shares

    0.22% of the 13F portfolio, value $513,181.

    13F-HR 0001172661-25-004378 filed by GARRISON POINT ADVISORS, 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 3,840 shares
    Change vs previous 13F -80 shares

    0.19% of the 13F portfolio, value $422,784.

    13F-HR 0001172661-25-002922 filed by GARRISON POINT ADVISORS, 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 3,920 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $363,894.

    13F-HR 0001172661-25-001757 filed by GARRISON POINT ADVISORS, 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 3,920 shares
    Change vs previous 13F -80 shares

    0.19% of the 13F portfolio, value $397,998.

    13F-HR 0001172661-25-000723 filed by GARRISON POINT ADVISORS, 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 4,000 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $383,000.

    13F-HR 0001172661-24-004338 filed by GARRISON POINT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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