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Disclosery

Laurel Wealth Planning LLC: IVW position timeline

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

Laurel Wealth Planning LLC held 49,416 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,416 shares
    Change vs previous 13F -1,170 shares

    3.01% of the 13F portfolio, value $6,796,183.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning 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 50,586 shares
    Change vs previous 13F -1,972 shares

    3.02% of the 13F portfolio, value $5,721,783.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning 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 52,558 shares
    Change vs previous 13F -4,917 shares

    3.59% of the 13F portfolio, value $6,478,300.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning 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 57,475 shares
    Change vs previous 13F -449 shares

    3.67% of the 13F portfolio, value $6,938,382.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning 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 57,924 shares
    Change vs previous 13F +380 shares

    3.63% of the 13F portfolio, value $6,377,433.

    13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning 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 57,544 shares
    Change vs previous 13F +11 shares

    3.55% of the 13F portfolio, value $5,341,810.

    13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning 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 57,533 shares
    Change vs previous 13F -750 shares

    3.77% of the 13F portfolio, value $5,841,000.

    13F-HR 0001842010-25-000002 filed by Laurel Wealth Planning 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 58,283 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $5,581,000.

    13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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