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Disclosery

Geneva Partners, LLC: IVW position timeline

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

Geneva Partners, LLC held 1,664 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 1,664 shares
    Change vs previous 13F -123 shares

    0.06% of the 13F portfolio, value $228,823.

    13F-HR 0001712671-26-000006 filed by Geneva Partners, 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 1,787 shares
    Change vs previous 13F -474 shares

    0.1% of the 13F portfolio, value $202,130.

    13F-HR 0001712671-26-000005 filed by Geneva Partners, 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 2,261 shares
    Change vs previous 13F -35 shares

    0.1% of the 13F portfolio, value $278,747.

    13F-HR 0001712671-26-000004 filed by Geneva Partners, 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 2,296 shares
    Change vs previous 13F -46 shares

    0.1% of the 13F portfolio, value $277,131.

    13F-HR 0001712671-25-000006 filed by Geneva Partners, 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 2,342 shares
    Change vs previous 13F +68 shares

    0.1% of the 13F portfolio, value $257,848.

    13F-HR 0001712671-25-000003 filed by Geneva Partners, 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 2,274 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $211,074.

    13F-HR 0001712671-25-000002 filed by Geneva Partners, 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 2,272 shares
    Change vs previous 13F +20 shares

    0.09% of the 13F portfolio, value $230,637.

    13F-HR 0001712671-25-000001 filed by Geneva Partners, 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 2,252 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $215,673.

    13F-HR 0001712671-24-000005 filed by Geneva Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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