Skip to content
Disclosery

J. Mark Nickell & Co.: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J. Mark Nickell & Co. on IVW, newest first. How the timeline and the estimate are built.

J. Mark Nickell & Co. held 45,096 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,096 shares
    Change vs previous 13F -3,051 shares

    4.95% of the 13F portfolio, value $6,202,053.

    13F-HR 0001811161-26-000011 filed by J. Mark Nickell & Co.
    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/A 48,147 shares
    Change vs previous 13F +2,219 shares

    4.92% of the 13F portfolio, value $5,445,907.

    13F-HR/A 0001811161-26-000009 filed by J. Mark Nickell & Co.
    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 45,928 shares
    Change vs previous 13F not available

    5.23% of the 13F portfolio, value $5,661,085.

    13F-HR 0001811161-26-000004 filed by J. Mark Nickell & Co.
    Filed (acceptance time not in the bulk data set), ingested

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