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Disclosery

Gerald Baker Financial Group LLC: IVW position timeline

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

Gerald Baker Financial Group LLC held 7,425 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,425 shares
    Change vs previous 13F +5 shares

    0.3% of the 13F portfolio, value $1,056,339.

    13F-HR 0001214659-26-012734 filed by Gerald Baker Financial Group LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,420 shares
    Change vs previous 13F +6 shares

    0.29% of the 13F portfolio, value $1,020,449.

    13F-HR 0001214659-26-009450 filed by Gerald Baker Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F/A 7,414 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $838,624.

    13F-HR/A 0001214659-26-005637 filed by Gerald Baker Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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