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Disclosery

L.M. KOHN & COMPANY: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of L.M. KOHN & COMPANY on IVW, newest first. How the timeline and the estimate are built.

L.M. KOHN & COMPANY held 0 IVW shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,752 shares

    13F-HR 0001214659-25-015817 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 2,752 shares
    Change vs previous 13F -164 shares

    0.08% of the 13F portfolio, value $302,995.

    13F-HR 0001214659-25-011375 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 2,916 shares
    Change vs previous 13F -36 shares

    0.07% of the 13F portfolio, value $270,692.

    13F-HR 0001214659-25-006185 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 2,952 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $299,717.

    13F-HR 0001214659-25-001603 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 2,952 shares
    Change vs previous 13F +548 shares

    0.07% of the 13F portfolio, value $282,654.

    13F-HR 0001214659-24-019201 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 2,404 shares
    Change vs previous 13F -548 shares

    0.06% of the 13F portfolio, value $222,466.

    13F-HR 0001214659-24-013256 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 2,952 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $249,267.

    13F-HR 0001214659-24-007537 filed by L.M. KOHN & COMPANY
    Filed (acceptance time not in the bulk data set), ingested

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