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Disclosery

Lighthouse Financial LLC: IVW position timeline

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

Lighthouse Financial LLC held 23,214 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,214 shares
    Change vs previous 13F -204 shares

    1.66% of the 13F portfolio, value $3,192,621.

    13F-HR 0002057556-26-000003 filed by Lighthouse Financial 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 23,418 shares
    Change vs previous 13F +2,300 shares

    1.6% of the 13F portfolio, value $2,648,810.

    13F-HR 0002057556-26-000002 filed by Lighthouse Financial 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 21,118 shares
    Change vs previous 13F -1,000 shares

    1.7% of the 13F portfolio, value $2,603,005.

    13F-HR 0002057556-26-000001 filed by Lighthouse Financial 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 22,118 shares
    Change vs previous 13F -520 shares

    1.76% of the 13F portfolio, value $2,670,085.

    13F-HR 0002057556-25-000004 filed by Lighthouse Financial 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 22,638 shares
    Change vs previous 13F -468 shares

    1.91% of the 13F portfolio, value $2,492,444.

    13F-HR 0002052321-25-000005 filed by Lighthouse Financial 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 23,106 shares
    Change vs previous 13F 0 shares

    1.85% of the 13F portfolio, value $2,144,930.

    13F-HR 0002057556-25-000002 filed by Lighthouse Financial 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 23,106 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $2,345,952.

    13F-HR 0002057556-25-000001 filed by Lighthouse Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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