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Kraft, Davis & Associates, LLC: IVW position timeline

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

Kraft, Davis & Associates, LLC held 36,801 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,801 shares
    Change vs previous 13F -193 shares

    1.04% of the 13F portfolio, value $4,997,121.

    13F-HR 0001919438-26-000009 filed by Kraft, Davis & Associates, 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 36,994 shares
    Change vs previous 13F -20,326 shares

    1.02% of the 13F portfolio, value $4,805,521.

    13F-HR 0001919438-26-000005 filed by Kraft, Davis & Associates, 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 57,320 shares
    Change vs previous 13F -2,454 shares

    1.6% of the 13F portfolio, value $7,155,621.

    13F-HR 0001919438-26-000002 filed by Kraft, Davis & Associates, 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 59,774 shares
    Change vs previous 13F -809 shares

    1.77% of the 13F portfolio, value $7,270,887.

    13F-HR 0001919438-25-000008 filed by Kraft, Davis & Associates, 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 60,583 shares
    Change vs previous 13F -941 shares

    1.9% of the 13F portfolio, value $6,920,389.

    13F-HR 0001085146-25-004232 filed by Kraft, Davis & Associates, 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 61,524 shares
    Change vs previous 13F -13,268 shares

    1.75% of the 13F portfolio, value $5,420,273.

    13F-HR 0001085146-25-002305 filed by Kraft, Davis & Associates, 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 74,792 shares
    Change vs previous 13F -12,021 shares

    2.24% of the 13F portfolio, value $7,853,160.

    13F-HR 0001085146-25-001214 filed by Kraft, Davis & Associates, LLC
    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 86,813 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $8,289,345.

    13F-HR 0001085146-24-005450 filed by Kraft, Davis & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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