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Disclosery

Global Financial Private Client, LLC: IVW position timeline

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

Global Financial Private Client, LLC held 2,742 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,742 shares
    Change vs previous 13F -336 shares

    0.1% of the 13F portfolio, value $377,107.

    13F-HR 0002085853-26-000779 filed by Global Financial Private Client, 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 3,078 shares
    Change vs previous 13F +235 shares

    0.11% of the 13F portfolio, value $348,153.

    13F-HR 0002085853-26-000422 filed by Global Financial Private Client, 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 2,843 shares
    Change vs previous 13F -55 shares

    0.12% of the 13F portfolio, value $350,428.

    13F-HR 0002085853-26-000092 filed by Global Financial Private Client, 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 2,898 shares
    Change vs previous 13F -658 shares

    0.12% of the 13F portfolio, value $349,847.

    13F-HR 0002085853-25-000123 filed by Global Financial Private Client, 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 3,556 shares
    Change vs previous 13F +416 shares

    0.15% of the 13F portfolio, value $391,516.

    13F-HR 0001667731-25-000773 filed by Global Financial Private Client, 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 3,140 shares
    Change vs previous 13F +288 shares

    0.11% of the 13F portfolio, value $291,486.

    13F-HR 0002023568-25-000002 filed by Global Financial Private Client, 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 2,852 shares
    Change vs previous 13F -343 shares

    0.11% of the 13F portfolio, value $289,564.

    13F-HR 0002023568-25-000001 filed by Global Financial Private Client, 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 3,195 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $305,921.

    13F-HR 0002023568-24-000027 filed by Global Financial Private Client, LLC
    Filed (acceptance time not in the bulk data set), ingested

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