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Graves Light Lenhart Wealth, Inc.: IVW position timeline

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

Graves Light Lenhart Wealth, Inc. held 36,770 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 36,770 shares
    Change vs previous 13F -486 shares

    0.49% of the 13F portfolio, value $5,230,855.

    13F-HR 0001085146-26-000833 filed by Graves Light Lenhart Wealth, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 37,256 shares
    Change vs previous 13F -945 shares

    0.48% of the 13F portfolio, value $5,123,774.

    13F-HR 0001759803-26-000004 filed by Graves Light Lenhart Wealth, 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 38,201 shares
    Change vs previous 13F -469 shares

    0.45% of the 13F portfolio, value $4,320,876.

    13F-HR 0001759803-26-000003 filed by Graves Light Lenhart Wealth, 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 38,670 shares
    Change vs previous 13F -1,419 shares

    0.51% of the 13F portfolio, value $4,766,495.

    13F-HR 0001759803-26-000001 filed by Graves Light Lenhart Wealth, 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 40,089 shares
    Change vs previous 13F -4,600 shares

    0.54% of the 13F portfolio, value $4,839,599.

    13F-HR 0001085146-25-005814 filed by Graves Light Lenhart Wealth, 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 44,689 shares
    Change vs previous 13F -1,639 shares

    0.59% of the 13F portfolio, value $4,920,209.

    13F-HR 0001085146-25-003685 filed by Graves Light Lenhart Wealth, 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 46,328 shares
    Change vs previous 13F -49 shares

    0.53% of the 13F portfolio, value $4,300,631.

    13F-HR 0001085146-25-001967 filed by Graves Light Lenhart Wealth, 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 46,377 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $4,708,673.

    13F-HR 0001085146-25-000149 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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