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Kaydan Wealth Management, Inc.: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kaydan Wealth Management, Inc. on IVW, newest first. How the timeline and the estimate are built.

Kaydan Wealth Management, Inc. held 20,887 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,887 shares
    Change vs previous 13F -6 shares

    1.02% of the 13F portfolio, value $2,971,385.

    13F-HR 0001172661-26-004434 filed by Kaydan Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,893 shares
    Change vs previous 13F +435 shares

    0.88% of the 13F portfolio, value $2,873,414.

    13F-HR 0001172661-26-002790 filed by Kaydan Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 20,458 shares
    Change vs previous 13F +21 shares

    0.77% of the 13F portfolio, value $2,314,004.

    13F-HR 0001172661-26-001566 filed by Kaydan Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 20,437 shares
    Change vs previous 13F +12 shares

    0.73% of the 13F portfolio, value $2,519,065.

    13F-HR 0001172661-26-000120 filed by Kaydan Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 20,425 shares
    Change vs previous 13F +60 shares

    0.7% of the 13F portfolio, value $2,465,706.

    13F-HR 0001172661-25-004310 filed by Kaydan Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 20,365 shares
    Change vs previous 13F +34 shares

    0.73% of the 13F portfolio, value $2,242,187.

    13F-HR 0001172661-25-002564 filed by Kaydan Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 20,331 shares
    Change vs previous 13F +2 shares

    0.61% of the 13F portfolio, value $1,887,327.

    13F-HR 0001172661-25-001508 filed by Kaydan Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 20,329 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,064,003.

    13F-HR 0001172661-25-000205 filed by Kaydan Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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