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Disclosery

Gray Private Wealth, LLC: IVW position timeline

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

Gray Private Wealth, LLC held 31,014 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,014 shares
    Change vs previous 13F -1,510 shares

    1.84% of the 13F portfolio, value $4,265,403.

    13F-HR 0001928877-26-000007 filed by Gray Private Wealth, 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 32,524 shares
    Change vs previous 13F -1,469 shares

    1.85% of the 13F portfolio, value $3,678,793.

    13F-HR 0001928877-26-000005 filed by Gray Private Wealth, 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 33,993 shares
    Change vs previous 13F -1,510 shares

    2.05% of the 13F portfolio, value $4,189,981.

    13F-HR 0001928877-26-000002 filed by Gray Private Wealth, 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 35,503 shares
    Change vs previous 13F -1,201 shares

    2.16% of the 13F portfolio, value $4,285,953.

    13F-HR 0001928877-25-000010 filed by Gray Private Wealth, 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 36,704 shares
    Change vs previous 13F -9 shares

    2.17% of the 13F portfolio, value $4,041,072.

    13F-HR 0001928877-25-000007 filed by Gray Private Wealth, 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 36,713 shares
    Change vs previous 13F -850 shares

    2.05% of the 13F portfolio, value $3,408,077.

    13F-HR 0001928877-25-000005 filed by Gray Private Wealth, 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 37,563 shares
    Change vs previous 13F -1,592 shares

    2.27% of the 13F portfolio, value $3,813,811.

    13F-HR 0001928877-25-000002 filed by Gray Private Wealth, 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 39,155 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $3,749,107.

    13F-HR 0001928877-24-000009 filed by Gray Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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