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Disclosery

Howard Capital Management, LLC: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Howard Capital Management, LLC on IVW, newest first. How the timeline and the estimate are built.

Howard Capital Management, LLC held 90,755 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,755 shares
    Change vs previous 13F -2,146 shares

    0.15% of the 13F portfolio, value $12,481,564.

    13F-HR 0001733173-26-000004 filed by Howard Capital Management, 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 92,901 shares
    Change vs previous 13F -2,378 shares

    0.17% of the 13F portfolio, value $10,508,077.

    13F-HR 0001733173-26-000003 filed by Howard Capital Management, 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 95,279 shares
    Change vs previous 13F -2,111 shares

    0.15% of the 13F portfolio, value $11,744,038.

    13F-HR 0001733173-26-000001 filed by Howard Capital Management, 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 97,390 shares
    Change vs previous 13F -2,498 shares

    0.16% of the 13F portfolio, value $11,756,938.

    13F-HR 0001733173-25-000002 filed by Howard Capital Management, 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 99,888 shares
    Change vs previous 13F -2,342 shares

    0.16% of the 13F portfolio, value $10,997,627.

    13F-HR 0001085146-25-004433 filed by Howard Capital Management, 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 102,230 shares
    Change vs previous 13F -3,872 shares

    0.24% of the 13F portfolio, value $9,489,997.

    13F-HR 0001085146-25-002748 filed by Howard Capital Management, 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 106,102 shares
    Change vs previous 13F -706 shares

    0.17% of the 13F portfolio, value $10,772,512.

    13F-HR 0001085146-25-000722 filed by Howard Capital Management, 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 106,808 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $10,226,838.

    13F-HR 0001085146-24-005509 filed by Howard Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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