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Goelzer Investment Management, Inc.: IVW position timeline

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

Goelzer Investment Management, Inc. held 58,230 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 58,230 shares
    Change vs previous 13F -451 shares

    0.35% of the 13F portfolio, value $8,008,304.

    13F-HR 0001550057-26-000003 filed by Goelzer Investment Management, Inc.
    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 58,681 shares
    Change vs previous 13F +2,644 shares

    0.32% of the 13F portfolio, value $6,637,365.

    13F-HR 0001550057-26-000002 filed by Goelzer Investment Management, Inc.
    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 56,037 shares
    Change vs previous 13F +1,844 shares

    0.32% of the 13F portfolio, value $6,907,144.

    13F-HR 0001550057-26-000001 filed by Goelzer Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 54,193 shares
    Change vs previous 13F -13,945 shares

    0.35% of the 13F portfolio, value $6,542,196.

    13F-HR 0001085146-25-005926 filed by Goelzer Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 68,138 shares
    Change vs previous 13F +432 shares

    0.41% of the 13F portfolio, value $7,502,018.

    13F-HR 0001085146-25-003611 filed by Goelzer Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 67,706 shares
    Change vs previous 13F +1,729 shares

    0.36% of the 13F portfolio, value $6,285,145.

    13F-HR/A 0001085146-25-002400 filed by Goelzer Investment Management, Inc.
    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 65,977 shares
    Change vs previous 13F -5,366 shares

    0.39% of the 13F portfolio, value $6,698,624.

    13F-HR 0001085146-25-000355 filed by Goelzer Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 71,343 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $6,831,053.

    13F-HR 0001085146-24-004632 filed by Goelzer Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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