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HEMMING& WEALTH MANAGEMENT, INC.: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HEMMING& WEALTH MANAGEMENT, INC. on IVW, newest first. How the timeline and the estimate are built.

HEMMING& WEALTH MANAGEMENT, INC. held 220,223 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 220,223 shares
    Change vs previous 13F -6,362 shares

    18.44% of the 13F portfolio, value $30,287,283.

    13F-HR 0001951757-26-001100 filed by HEMMING& WEALTH MANAGEMENT, 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 226,585 shares
    Change vs previous 13F +43,008 shares

    17.89% of the 13F portfolio, value $25,628,979.

    13F-HR 0001951757-26-000729 filed by HEMMING& WEALTH MANAGEMENT, 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 183,577 shares
    Change vs previous 13F not available

    15.49% of the 13F portfolio, value $22,627,752.

    13F-HR 0001951757-26-000500 filed by HEMMING& WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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