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Disclosery

Latitude Advisors, LLC: IVW position timeline

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

Latitude Advisors, LLC held 14,917 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,917 shares
    Change vs previous 13F +2,177 shares

    0.82% of the 13F portfolio, value $2,051,562.

    13F-HR 0001754960-26-000648 filed by Latitude Advisors, 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 12,740 shares
    Change vs previous 13F +1,077 shares

    0.66% of the 13F portfolio, value $1,441,041.

    13F-HR 0001754960-26-000335 filed by Latitude Advisors, 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 11,663 shares
    Change vs previous 13F +737 shares

    0.63% of the 13F portfolio, value $1,437,600.

    13F-HR 0001754960-26-000121 filed by Latitude Advisors, 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 10,926 shares
    Change vs previous 13F +405 shares

    0.6% of the 13F portfolio, value $1,319,002.

    13F-HR 0001754960-25-000728 filed by Latitude Advisors, 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 10,521 shares
    Change vs previous 13F -1,249 shares

    0.58% of the 13F portfolio, value $1,158,372.

    13F-HR 0001754960-25-000491 filed by Latitude Advisors, 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 11,770 shares
    Change vs previous 13F -524 shares

    0.64% of the 13F portfolio, value $1,092,615.

    13F-HR 0001754960-25-000259 filed by Latitude Advisors, 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 12,294 shares
    Change vs previous 13F +4,712 shares

    0.7% of the 13F portfolio, value $1,248,225.

    13F-HR 0001754960-25-000082 filed by Latitude Advisors, 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 7,582 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $725,982.

    13F-HR 0001754960-24-000538 filed by Latitude Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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