Skip to content
Disclosery

Lloyd Advisory Services, LLC.: IVW position timeline

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

Lloyd Advisory Services, LLC. held 13,660 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,660 shares
    Change vs previous 13F +9,733 shares

    0.73% of the 13F portfolio, value $1,878,686.

    13F-HR 0001802474-26-000003 filed by Lloyd Advisory Services, 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 3,927 shares
    Change vs previous 13F -4,970 shares

    0.13% of the 13F portfolio, value $444,224.

    13F-HR 0001802474-26-000002 filed by Lloyd Advisory Services, 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 8,897 shares
    Change vs previous 13F +1,255 shares

    0.43% of the 13F portfolio, value $1,096,583.

    13F-HR 0001802474-26-000001 filed by Lloyd Advisory Services, 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 7,642 shares
    Change vs previous 13F -389 shares

    0.43% of the 13F portfolio, value $922,574.

    13F-HR 0001802474-25-000006 filed by Lloyd Advisory Services, 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 8,031 shares
    Change vs previous 13F -124 shares

    0.43% of the 13F portfolio, value $884,258.

    13F-HR 0001802474-25-000003 filed by Lloyd Advisory Services, 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 8,155 shares
    Change vs previous 13F -893 shares

    0.38% of the 13F portfolio, value $756,998.

    13F-HR 0001904664-25-000002 filed by Lloyd Advisory Services, 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 9,048 shares
    Change vs previous 13F -673 shares

    0.44% of the 13F portfolio, value $918,741.

    13F-HR 0001802474-25-000001 filed by Lloyd Advisory Services, 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 9,721 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $930,749.

    13F-HR 0001802474-24-000006 filed by Lloyd Advisory Services, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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