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GHP Investment Advisors, Inc.: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GHP Investment Advisors, Inc. on IVW, newest first. How the timeline and the estimate are built.

GHP Investment Advisors, Inc. held 191,628 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 191,628 shares
    Change vs previous 13F -1,396 shares

    1.02% of the 13F portfolio, value $27,261,007.

    13F-HR 0001140361-26-039674 filed by GHP Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 193,024 shares
    Change vs previous 13F -3,109 shares

    0.98% of the 13F portfolio, value $26,546,544.

    13F-HR 0001140361-26-028841 filed by GHP Investment Advisors, Inc.
    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 196,133 shares
    Change vs previous 13F -3,515 shares

    0.91% of the 13F portfolio, value $22,184,604.

    13F-HR 0001140361-26-015752 filed by GHP Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 199,648 shares
    Change vs previous 13F -4,200 shares

    1.01% of the 13F portfolio, value $24,608,625.

    13F-HR 0001140361-26-002431 filed by GHP Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 203,848 shares
    Change vs previous 13F -3,063 shares

    1.03% of the 13F portfolio, value $24,608,533.

    13F-HR 0001140361-25-039935 filed by GHP Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 206,911 shares
    Change vs previous 13F -2,383 shares

    1.01% of the 13F portfolio, value $22,780,895.

    13F-HR 0001140361-25-028706 filed by GHP Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 209,294 shares
    Change vs previous 13F -3,793 shares

    0.93% of the 13F portfolio, value $19,428,785.

    13F-HR 0001140361-25-014991 filed by GHP Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 213,087 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $21,634,734.

    13F-HR 0001140361-25-002077 filed by GHP Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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