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Lee, Kelleher & Klein Wealth Management: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lee, Kelleher & Klein Wealth Management on IVW, newest first. How the timeline and the estimate are built.

Lee, Kelleher & Klein Wealth Management held 97,899 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 97,899 shares
    Change vs previous 13F +5,302 shares

    7.17% of the 13F portfolio, value $13,927,151.

    13F-HR 0002063827-26-000005 filed by Lee, Kelleher & Klein Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 92,597 shares
    Change vs previous 13F +1,796 shares

    6.66% of the 13F portfolio, value $12,734,865.

    13F-HR 0002063827-26-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 90,801 shares
    Change vs previous 13F +3,965 shares

    6.11% of the 13F portfolio, value $10,270,501.

    13F-HR 0002063827-26-000002 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 86,836 shares
    Change vs previous 13F -7,209 shares

    6.39% of the 13F portfolio, value $10,703,405.

    13F-HR 0002063827-26-000001 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 94,045 shares
    Change vs previous 13F -12,943 shares

    6.99% of the 13F portfolio, value $11,353,112.

    13F-HR 0002063827-25-000004 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 106,988 shares
    Change vs previous 13F -853 shares

    7.83% of the 13F portfolio, value $11,779,379.

    13F-HR 0002063827-25-000003 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 107,841 shares
    Change vs previous 13F -339 shares

    7.36% of the 13F portfolio, value $10,010,880.

    13F-HR 0002063827-25-000002 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 108,180 shares
    Change vs previous 13F not available

    7.82% of the 13F portfolio, value $10,983,515.

    13F-HR 0001085146-25-002176 filed by Lee, Kelleher & Klein Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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