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Kilter Group LLC: IVW position timeline

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

Kilter Group LLC held 170,351 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 170,351 shares
    Change vs previous 13F -3,029 shares

    8.48% of the 13F portfolio, value $23,428,328.

    13F-HR 0002058915-26-000004 filed by Kilter Group 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 173,380 shares
    Change vs previous 13F +17,933 shares

    8.45% of the 13F portfolio, value $19,610,979.

    13F-HR 0002058915-26-000003 filed by Kilter Group LLC
    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 155,447 shares
    Change vs previous 13F +10,433 shares

    8.46% of the 13F portfolio, value $19,160,389.

    13F-HR 0002058915-26-000002 filed by Kilter Group 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 145,014 shares
    Change vs previous 13F -2,969 shares

    8.26% of the 13F portfolio, value $17,506,065.

    13F-HR 0002058915-26-000001 filed by Kilter Group 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 147,983 shares
    Change vs previous 13F -11,770 shares

    7.41% of the 13F portfolio, value $16,292,972.

    13F-HR 0002058915-25-000004 filed by Kilter Group 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 159,753 shares
    Change vs previous 13F +6,612 shares

    9.69% of the 13F portfolio, value $14,829,876.

    13F-HR 0002058915-25-000003 filed by Kilter Group 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 153,141 shares
    Change vs previous 13F not available

    10.12% of the 13F portfolio, value $15,548,451.

    13F-HR 0002058915-25-000001 filed by Kilter Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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