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Disclosery

Great Lakes Retirement, Inc.: IVW position timeline

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

Great Lakes Retirement, Inc. held 2,647 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,647 shares
    Change vs previous 13F -261 shares

    0.03% of the 13F portfolio, value $363,923.

    13F-HR 0001801667-26-000003 filed by Great Lakes Retirement, 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 2,908 shares
    Change vs previous 13F -2,251 shares

    0.03% of the 13F portfolio, value $328,962.

    13F-HR 0001801667-26-000002 filed by Great Lakes Retirement, 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 5,159 shares
    Change vs previous 13F +5,159 shares

    0.07% of the 13F portfolio, value $635,878.

    13F-HR 0001801667-26-000001 filed by Great Lakes Retirement, 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 0 shares
    Change vs previous 13F -5,978 shares

    13F-HR 0001801667-25-000009 filed by Great Lakes Retirement, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 5,978 shares
    Change vs previous 13F -1,080 shares

    0.08% of the 13F portfolio, value $658,231.

    13F-HR 0001801667-25-000004 filed by Great Lakes Retirement, 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 7,058 shares
    Change vs previous 13F -92 shares

    0.09% of the 13F portfolio, value $655,239.

    13F-HR 0001801667-25-000002 filed by Great Lakes Retirement, 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 7,150 shares
    Change vs previous 13F -196 shares

    0.09% of the 13F portfolio, value $725,988.

    13F-HR 0001801667-25-000001 filed by Great Lakes Retirement, 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 7,346 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $703,426.

    13F-HR 0001801667-24-000003 filed by Great Lakes Retirement, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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