Horst & Graben Wealth Management LLC: IVW position timeline

Horst & Graben Wealth Management LLC held 261,956 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 261,956 shares

   Change vs previous 13F -475 shares

   4.72% of the 13F portfolio, value $35,865,170.

   13F-HR 0001754960-26-000604 filed by Horst & Graben Wealth Management LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 262,431 shares

   Change vs previous 13F +10,352 shares

   4.7% of the 13F portfolio, value $34,238,587.

   13F-HR 0001754960-26-000341 filed by Horst & Graben Wealth Management LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 252,079 shares

   Change vs previous 13F +3,240 shares

   4.69% of the 13F portfolio, value $31,096,497.

   13F-HR 0001754960-26-000124 filed by Horst & Graben Wealth Management LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 248,839 shares

   Change vs previous 13F -6,591 shares

   4.59% of the 13F portfolio, value $30,039,788.

   13F-HR 0001754960-25-000676 filed by Horst & Graben Wealth Management LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 255,430 shares

   Change vs previous 13F -33,484 shares

   4.66% of the 13F portfolio, value $28,122,843.

   13F-HR 0001754960-25-000489 filed by Horst & Graben Wealth Management LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 288,914 shares

   Change vs previous 13F +5,210 shares

   4.81% of the 13F portfolio, value $26,819,872.

   13F-HR 0001754960-25-000263 filed by Horst & Graben Wealth Management LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 283,704 shares

   Change vs previous 13F -18,185 shares

   5.13% of the 13F portfolio, value $28,804,489.

   13F-HR 0001754960-25-000069 filed by Horst & Graben Wealth Management LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 301,889 shares

   Change vs previous 13F not available

   5.19% of the 13F portfolio, value $28,905,829.

   13F-HR 0001754960-24-000525 filed by Horst & Graben Wealth Management LLC
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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