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Disclosery

Gordian Advisors LLC: IVW position timeline

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

Gordian Advisors LLC held 2,616 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,616 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $359,844.

    13F-HR 0002011856-26-000003 filed by Gordian Advisors 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 2,616 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $295,950.

    13F-HR 0002011856-26-000002 filed by Gordian Advisors 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 2,616 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $322,507.

    13F-HR 0002011856-26-000001 filed by Gordian Advisors 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 2,616 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $315,861.

    13F-HR 0002011856-25-000005 filed by Gordian Advisors 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 2,616 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $288,074.

    13F-HR 0002011856-25-000004 filed by Gordian Advisors 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 2,616 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $242,887.

    13F-HR 0002011856-25-000003 filed by Gordian Advisors 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 2,616 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $265,651.

    13F-HR 0002011856-25-000001 filed by Gordian Advisors 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 2,616 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $250,528.

    13F-HR 0002011856-24-000004 filed by Gordian Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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