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Disclosery

Lindbrook Capital, LLC: IVW position timeline

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

Lindbrook Capital, LLC held 35,563 IVW shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 35,563 shares
    Change vs previous 13F -300 shares

    0.3% of the 13F portfolio, value $3,301,313.

    13F-HR 0001767045-25-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 35,863 shares
    Change vs previous 13F -492 shares

    0.33% of the 13F portfolio, value $3,641,170.

    13F-HR 0001767045-25-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 36,355 shares
    Change vs previous 13F +267 shares

    0.31% of the 13F portfolio, value $3,480,991.

    13F-HR 0001767045-24-000006 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 36,088 shares
    Change vs previous 13F -175 shares

    0.31% of the 13F portfolio, value $3,339,584.

    13F-HR 0001767045-24-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 36,263 shares
    Change vs previous 13F +520 shares

    0.29% of the 13F portfolio, value $3,062,048.

    13F-HR 0001767045-24-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 35,743 shares
    Change vs previous 13F +400 shares

    0.27% of the 13F portfolio, value $2,684,299.

    13F-HR 0001767045-24-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 35,343 shares
    Change vs previous 13F +75 shares

    0.27% of the 13F portfolio, value $2,418,168.

    13F-HR 0001767045-23-000004 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 35,268 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,485,689.

    13F-HR 0001767045-23-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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