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Huntleigh Advisors, Inc.: IVW position timeline

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

Huntleigh Advisors, Inc. held 4,983 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,983 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $685,422.

    13F-HR 0001367653-26-000003 filed by Huntleigh 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 ended2026-03-31
    13F 4,983 shares
    Change vs previous 13F -1,505 shares

    0.1% of the 13F portfolio, value $563,684.

    13F-HR 0001367653-26-000002 filed by Huntleigh 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 ended2025-12-31
    13F 6,488 shares
    Change vs previous 13F -108 shares

    0.14% of the 13F portfolio, value $799,714.

    13F-HR 0001367653-26-000001 filed by Huntleigh 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 ended2025-09-30
    13F 6,596 shares
    Change vs previous 13F -90 shares

    0.14% of the 13F portfolio, value $796,334.

    13F-HR 0001367653-25-000015 filed by Huntleigh 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 ended2025-06-30
    13F 6,686 shares
    Change vs previous 13F -10 shares

    0.14% of the 13F portfolio, value $736,233.

    13F-HR 0001367653-25-000008 filed by Huntleigh 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 ended2025-03-31
    13F/A 6,696 shares
    Change vs previous 13F -54 shares

    0.15% of the 13F portfolio, value $621,726.

    13F-HR/A 0001367653-25-000006 filed by Huntleigh 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 ended2024-12-31
    13F 6,750 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $685,232.

    13F-HR 0001367653-25-000005 filed by Huntleigh Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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