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Disclosery

International Private Wealth Advisors LLC: IVZ position timeline

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

International Private Wealth Advisors LLC held 0 IVZ shares at 2025-06-30 per its 13F-HR filed 2025-07-11.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -17,665 shares

    13F-HR 0001951757-25-000617 filed by International Private Wealth Advisors 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.

  2. period ended2025-03-31
    13F 17,665 shares
    Change vs previous 13F +1,472 shares

    0.26% of the 13F portfolio, value $267,983.

    13F-HR 0001951757-25-000354 filed by International Private Wealth 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 ended2024-12-31
    13F 16,193 shares
    Change vs previous 13F +118 shares

    0.28% of the 13F portfolio, value $283,047.

    13F-HR 0001951757-25-000144 filed by International Private Wealth 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 ended2024-09-30
    13F 16,075 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $282,275.

    13F-HR 0001951757-24-001174 filed by International Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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