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Disclosery

Helium Advisors LLC: IVW position timeline

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

Helium Advisors LLC held 15,448 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,448 shares
    Change vs previous 13F -184 shares

    1.77% of the 13F portfolio, value $2,124,506.

    13F-HR 0002056653-26-000004 filed by Helium Advisors 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 15,632 shares
    Change vs previous 13F -891 shares

    1.69% of the 13F portfolio, value $1,768,137.

    13F-HR 0002056653-26-000003 filed by Helium Advisors 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 16,523 shares
    Change vs previous 13F -245 shares

    2.06% of the 13F portfolio, value $2,036,657.

    13F-HR 0002056653-26-000001 filed by Helium Advisors 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 16,768 shares
    Change vs previous 13F -1,241 shares

    1.69% of the 13F portfolio, value $2,024,282.

    13F-HR 0002056653-25-000005 filed by Helium Advisors 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 18,009 shares
    Change vs previous 13F -191 shares

    1.25% of the 13F portfolio, value $1,982,758.

    13F-HR 0002056653-25-000002 filed by Helium Advisors 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 18,200 shares
    Change vs previous 13F +43 shares

    1.23% of the 13F portfolio, value $1,689,500.

    13F-HR 0001510940-25-000001 filed by Helium Advisors 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 18,157 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $1,843,473.

    13F-HR 0002056653-25-000001 filed by Helium Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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