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LiftPoint Family Wealth Advisors LLC: IVW position timeline

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

LiftPoint Family Wealth Advisors LLC held 79,508 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,508 shares
    Change vs previous 13F +1,066 shares

    7.41% of the 13F portfolio, value $10,934,773.

    13F-HR 0002110810-26-000003 filed by LiftPoint Family Wealth 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 78,442 shares
    Change vs previous 13F +4,094 shares

    7.35% of the 13F portfolio, value $8,872,533.

    13F-HR 0002110810-26-000002 filed by LiftPoint Family Wealth 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 74,348 shares
    Change vs previous 13F not available

    7.82% of the 13F portfolio, value $9,164,134.

    13F-HR 0002110810-26-000001 filed by LiftPoint Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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