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Higgins & Schmidt Wealth Strategies LLC: IVW position timeline

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

Higgins & Schmidt Wealth Strategies LLC held 56,445 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,445 shares
    Change vs previous 13F -3,252 shares

    3.2% of the 13F portfolio, value $7,762,838.

    13F-HR 0001941260-26-000003 filed by Higgins & Schmidt Wealth Strategies 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 59,697 shares
    Change vs previous 13F -7,074 shares

    3.08% of the 13F portfolio, value $6,752,304.

    13F-HR 0001941260-26-000002 filed by Higgins & Schmidt Wealth Strategies 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 66,771 shares
    Change vs previous 13F -3,493 shares

    3.9% of the 13F portfolio, value $8,230,175.

    13F-HR 0001941260-26-000001 filed by Higgins & Schmidt Wealth Strategies 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 70,264 shares
    Change vs previous 13F -1,711 shares

    4.28% of the 13F portfolio, value $8,482,212.

    13F-HR 0001941260-25-000011 filed by Higgins & Schmidt Wealth Strategies 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 71,975 shares
    Change vs previous 13F -965 shares

    4.39% of the 13F portfolio, value $7,924,457.

    13F-HR 0001941260-25-000008 filed by Higgins & Schmidt Wealth Strategies 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 72,940 shares
    Change vs previous 13F -2,359 shares

    4% of the 13F portfolio, value $6,770,989.

    13F-HR 0001941260-25-000007 filed by Higgins & Schmidt Wealth Strategies 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 75,299 shares
    Change vs previous 13F -6,840 shares

    4.77% of the 13F portfolio, value $7,645,127.

    13F-HR 0001941260-25-000006 filed by Higgins & Schmidt Wealth Strategies 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 82,139 shares
    Change vs previous 13F not available

    5.08% of the 13F portfolio, value $7,864,813.

    13F-HR 0001941260-25-000005 filed by Higgins & Schmidt Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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