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Disclosery

IFC Advisors LLC: IVW position timeline

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

IFC Advisors LLC held 3,912 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,912 shares
    Change vs previous 13F -260 shares

    0.07% of the 13F portfolio, value $538,017.

    13F-HR 0002053348-26-000004 filed by IFC Advisors 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 4,172 shares
    Change vs previous 13F -800 shares

    0.07% of the 13F portfolio, value $471,895.

    13F-HR 0002053348-26-000003 filed by IFC Advisors 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 4,972 shares
    Change vs previous 13F -439 shares

    0.09% of the 13F portfolio, value $612,849.

    13F-HR 0002053348-26-000001 filed by IFC Advisors 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 5,411 shares
    Change vs previous 13F -106 shares

    0.12% of the 13F portfolio, value $653,216.

    13F-HR 0002053348-25-000006 filed by IFC Advisors 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 5,517 shares
    Change vs previous 13F +1,993 shares

    0.11% of the 13F portfolio, value $607,422.

    13F-HR 0002053348-25-000005 filed by IFC Advisors 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 3,524 shares
    Change vs previous 13F -214 shares

    0.07% of the 13F portfolio, value $327,133.

    13F-HR 0002053348-25-000003 filed by IFC Advisors 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 3,738 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $379,519.

    13F-HR 0002053348-25-000002 filed by IFC Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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