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High Falls Advisors, Inc: IVW position timeline

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

High Falls Advisors, Inc held 239,321 IVW shares at 2025-12-31 per its 13F-HR filed 2026-02-18.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 239,321 shares
    Change vs previous 13F +582 shares

    5.98% of the 13F portfolio, value $29,498,672.

    13F-HR 0001569139-26-000001 filed by High Falls 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 ended2025-09-30
    13F 238,739 shares
    Change vs previous 13F -13,305 shares

    5.93% of the 13F portfolio, value $28,820,544.

    13F-HR 0001569139-25-000002 filed by High Falls 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 ended2025-06-30
    13F 252,044 shares
    Change vs previous 13F -37,091 shares

    6.14% of the 13F portfolio, value $27,750,061.

    13F-HR 0001085146-25-005304 filed by High Falls 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 ended2025-03-31
    13F 289,135 shares
    Change vs previous 13F +2,205 shares

    6.3% of the 13F portfolio, value $26,840,400.

    13F-HR 0001085146-25-003034 filed by High Falls 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 ended2024-12-31
    13F 286,930 shares
    Change vs previous 13F -18,232 shares

    6.76% of the 13F portfolio, value $29,132,041.

    13F-HR 0001085146-25-001518 filed by High Falls 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 ended2024-09-30
    13F 305,162 shares
    Change vs previous 13F -20,733 shares

    6.69% of the 13F portfolio, value $29,219,232.

    13F-HR 0001085146-24-005983 filed by High Falls 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 ended2024-06-30
    13F 325,895 shares
    Change vs previous 13F +198,562 shares

    7.33% of the 13F portfolio, value $30,158,366.

    13F-HR 0001085146-24-004025 filed by High Falls 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 ended2024-03-31
    13F 127,333 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $10,752,017.

    13F-HR 0001085146-24-002650 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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