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Disclosery

HFG Advisors, Inc.: IVW position timeline

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

HFG Advisors, Inc. held 3,552 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,552 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $488,508.

    13F-HR 0001951757-26-001156 filed by HFG Advisors, 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 3,552 shares
    Change vs previous 13F -614 shares

    0.28% of the 13F portfolio, value $401,767.

    13F-HR 0001951757-26-000810 filed by HFG Advisors, 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 4,166 shares
    Change vs previous 13F +545 shares

    0.37% of the 13F portfolio, value $513,501.

    13F-HR 0001951757-26-000445 filed by HFG Advisors, 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 3,621 shares
    Change vs previous 13F -193 shares

    0.32% of the 13F portfolio, value $437,127.

    13F-HR 0001951757-25-001384 filed by HFG Advisors, Inc.
    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 3,814 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $419,922.

    13F-HR 0001951757-25-001035 filed by HFG Advisors, 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 3,814 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $354,054.

    13F-HR 0001951757-25-000386 filed by HFG Advisors, 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 3,814 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $387,236.

    13F-HR 0001951757-25-000125 filed by HFG Advisors, 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 3,814 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $365,190.

    13F-HR 0001951757-24-001048 filed by HFG Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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