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Insight Advisors, LLC/ PA: IVW position timeline

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

Insight Advisors, LLC/ PA held 13,527 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 13,527 shares
    Change vs previous 13F -217 shares

    0.33% of the 13F portfolio, value $1,860,318.

    13F-HR 0001172661-26-003096 filed by Insight Advisors, LLC/ PA
    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 13,744 shares
    Change vs previous 13F -77 shares

    0.3% of the 13F portfolio, value $1,554,623.

    13F-HR 0001172661-26-001665 filed by Insight Advisors, LLC/ PA
    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 13,821 shares
    Change vs previous 13F -110 shares

    0.26% of the 13F portfolio, value $1,703,611.

    13F-HR 0001172661-26-000618 filed by Insight Advisors, LLC/ PA
    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 13,931 shares
    Change vs previous 13F -1,155 shares

    0.26% of the 13F portfolio, value $1,681,910.

    13F-HR 0001172661-25-004670 filed by Insight Advisors, LLC/ PA
    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 15,086 shares
    Change vs previous 13F +5 shares

    0.27% of the 13F portfolio, value $1,660,954.

    13F-HR 0001172661-25-002808 filed by Insight Advisors, LLC/ PA
    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 15,081 shares
    Change vs previous 13F -1,637 shares

    0.25% of the 13F portfolio, value $1,399,924.

    13F-HR 0001172661-25-001481 filed by Insight Advisors, LLC/ PA
    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 16,718 shares
    Change vs previous 13F +201 shares

    0.29% of the 13F portfolio, value $1,712,259.

    13F-HR 0001172661-25-000365 filed by Insight Advisors, LLC/ PA
    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 16,517 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,581,609.

    13F-HR 0001172661-24-004249 filed by Insight Advisors, LLC/ PA
    Filed (acceptance time not in the bulk data set), ingested

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