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Disclosery

GW HENSSLER & ASSOCIATES LTD: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GW HENSSLER & ASSOCIATES LTD on IVW, newest first. How the timeline and the estimate are built.

GW HENSSLER & ASSOCIATES LTD held 1,597 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,597 shares
    Change vs previous 13F +1,597 shares

    0.01% of the 13F portfolio, value $219,636.

    13F-HR 0001172661-26-002877 filed by GW HENSSLER & ASSOCIATES LTD
    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 0 shares
    Change vs previous 13F -1,711 shares

    13F-HR 0001172661-26-002261 filed by GW HENSSLER & ASSOCIATES LTD
    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.

  3. period ended2025-12-31
    13F 1,711 shares
    Change vs previous 13F -146 shares

    0.01% of the 13F portfolio, value $210,898.

    13F-HR 0001172661-26-000567 filed by GW HENSSLER & ASSOCIATES LTD
    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 1,857 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $224,178.

    13F-HR 0001080369-26-000001 filed by GW HENSSLER & ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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