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Disclosery

Gemmer Asset Management LLC: IVW position timeline

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

Gemmer Asset Management LLC held 14,635 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,635 shares
    Change vs previous 13F +788 shares

    0.14% of the 13F portfolio, value $2,012,732.

    13F-HR 0001420506-26-001235 filed by Gemmer 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 13,847 shares
    Change vs previous 13F +709 shares

    0.12% of the 13F portfolio, value $1,566,184.

    13F-HR 0001420506-26-000710 filed by Gemmer 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 13,138 shares
    Change vs previous 13F +2,270 shares

    0.13% of the 13F portfolio, value $1,619,406.

    13F-HR 0001420506-26-000092 filed by Gemmer 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 10,868 shares
    Change vs previous 13F -582 shares

    0.11% of the 13F portfolio, value $1,312,054.

    13F-HR 0001420506-25-002854 filed by Gemmer 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 11,450 shares
    Change vs previous 13F -2,891 shares

    0.11% of the 13F portfolio, value $1,260,611.

    13F-HR 0001420506-25-001564 filed by Gemmer 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 14,341 shares
    Change vs previous 13F +217 shares

    0.13% of the 13F portfolio, value $1,331,259.

    13F-HR 0001420506-25-000759 filed by Gemmer 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 14,124 shares
    Change vs previous 13F +898 shares

    0.14% of the 13F portfolio, value $1,434,051.

    13F-HR 0001420506-25-000032 filed by Gemmer 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 13,226 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,266,329.

    13F-HR 0001420506-24-002178 filed by Gemmer Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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