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Koesten, Hirschmann & Crabtree, INC.: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Koesten, Hirschmann & Crabtree, INC. on IVW, newest first. How the timeline and the estimate are built.

Koesten, Hirschmann & Crabtree, INC. held 3,528 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,528 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $485,206.

    13F-HR 0002072075-26-000018 filed by Koesten, Hirschmann & Crabtree, INC.
    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 3,528 shares
    Change vs previous 13F -480 shares

    0.19% of the 13F portfolio, value $399,053.

    13F-HR 0002072075-26-000004 filed by Koesten, Hirschmann & Crabtree, INC.
    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 4,008 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $494,027.

    13F-HR 0002072075-26-000002 filed by Koesten, Hirschmann & Crabtree, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,008 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $483,846.

    13F-HR 0002072075-25-000006 filed by Koesten, Hirschmann & Crabtree, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,008 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $441,281.

    13F-HR 0002072075-25-000003 filed by Koesten, Hirschmann & Crabtree, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 4,008 shares
    Change vs previous 13F -550 shares

    0.21% of the 13F portfolio, value $372,063.

    13F-HR 0001963421-25-000002 filed by Koesten, Hirschmann & Crabtree, INC.
    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 4,558 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $462,774.

    13F-HR 0001963421-25-000001 filed by Koesten, Hirschmann & Crabtree, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,558 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $436,429.

    13F-HR 0001963421-24-000005 filed by Koesten, Hirschmann & Crabtree, INC.
    Filed (acceptance time not in the bulk data set), ingested

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