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Disclosery

IFG Advisory, LLC: IVW position timeline

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

IFG Advisory, LLC held 104,901 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,901 shares
    Change vs previous 13F +104,901 shares

    0.51% of the 13F portfolio, value $14,426,960.

    13F-HR 0001728319-26-000006 filed by IFG Advisory, 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 0 shares
    Change vs previous 13F -87,670 shares

    13F-HR 0001728319-26-000005 filed by IFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 87,670 shares
    Change vs previous 13F -770 shares

    0.47% of the 13F portfolio, value $10,806,255.

    13F-HR 0001728319-26-000001 filed by IFG Advisory, 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 88,440 shares
    Change vs previous 13F +24,548 shares

    0.49% of the 13F portfolio, value $10,676,487.

    13F-HR 0001728319-25-000006 filed by IFG Advisory, 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 63,892 shares
    Change vs previous 13F +4,298 shares

    0.35% of the 13F portfolio, value $7,034,550.

    13F-HR 0001728319-25-000004 filed by IFG Advisory, 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 59,594 shares
    Change vs previous 13F +5,059 shares

    0.31% of the 13F portfolio, value $5,532,087.

    13F-HR 0001728319-25-000002 filed by IFG Advisory, 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 54,535 shares
    Change vs previous 13F +11,350 shares

    0.31% of the 13F portfolio, value $5,536,892.

    13F-HR 0002047201-25-000002 filed by IFG Advisory, 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 43,185 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,135,036.

    13F-HR 0001728319-24-000010 filed by IFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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