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HOEY INVESTMENTS, INC: IVW position timeline

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

HOEY INVESTMENTS, INC held 865 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 865 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $118,964.

    13F-HR 0001799544-26-000004 filed by HOEY INVESTMENTS, 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 865 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $97,841.

    13F-HR 0001799544-26-000002 filed by HOEY INVESTMENTS, 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 865 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $106,620.

    13F-HR 0001799544-26-000001 filed by HOEY INVESTMENTS, 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 865 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $104,423.

    13F-HR 0001799544-25-000005 filed by HOEY INVESTMENTS, 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 865 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $95,237.

    13F-HR 0001799544-25-000004 filed by HOEY INVESTMENTS, 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 865 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $80,298.

    13F-HR 0001799544-25-000002 filed by HOEY INVESTMENTS, INC
    Filed (acceptance time not in the bulk data set), ingested

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