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Disclosery

Harvest Investment Services, LLC: IVW position timeline

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

Harvest Investment Services, LLC held 3,451 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,451 shares
    Change vs previous 13F -13,466 shares

    0.07% of the 13F portfolio, value $474,576.

    13F-HR 0001172661-26-003722 filed by Harvest Investment Services, 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 16,917 shares
    Change vs previous 13F -59 shares

    0.35% of the 13F portfolio, value $1,913,501.

    13F-HR 0001172661-26-001993 filed by Harvest Investment Services, 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 16,976 shares
    Change vs previous 13F -824 shares

    0.39% of the 13F portfolio, value $2,092,420.

    13F-HR 0001172661-26-000947 filed by Harvest Investment Services, 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 17,800 shares
    Change vs previous 13F -977 shares

    0.43% of the 13F portfolio, value $2,148,822.

    13F-HR 0001172661-25-005197 filed by Harvest Investment Services, 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 18,777 shares
    Change vs previous 13F -2,137 shares

    0.46% of the 13F portfolio, value $2,067,311.

    13F-HR 0001172661-25-003378 filed by Harvest Investment Services, 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 20,914 shares
    Change vs previous 13F -208 shares

    0.54% of the 13F portfolio, value $1,941,426.

    13F-HR 0001172661-25-002049 filed by Harvest Investment Services, 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 21,122 shares
    Change vs previous 13F -1,581 shares

    0.53% of the 13F portfolio, value $2,144,542.

    13F-HR 0001172661-25-000962 filed by Harvest Investment Services, 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 22,703 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,173,793.

    13F-HR 0001172661-24-005279 filed by Harvest Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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