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LOCKERMAN FINANCIAL GROUP, INC.: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LOCKERMAN FINANCIAL GROUP, INC. on IVW, newest first. How the timeline and the estimate are built.

LOCKERMAN FINANCIAL GROUP, INC. held 7,152 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,152 shares
    Change vs previous 13F +1,349 shares

    1.5% of the 13F portfolio, value $983,631.

    13F-HR 0001906539-26-000004 filed by LOCKERMAN FINANCIAL GROUP, INC.
    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 5,803 shares
    Change vs previous 13F +1,766 shares

    1.18% of the 13F portfolio, value $656,390.

    13F-HR 0001906539-26-000002 filed by LOCKERMAN FINANCIAL GROUP, INC.
    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 4,037 shares
    Change vs previous 13F +664 shares

    0.95% of the 13F portfolio, value $497,613.

    13F-HR 0001906539-26-000001 filed by LOCKERMAN FINANCIAL GROUP, INC.
    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 3,373 shares
    Change vs previous 13F +143 shares

    0.51% of the 13F portfolio, value $407,199.

    13F-HR 0001906539-25-000002 filed by LOCKERMAN FINANCIAL GROUP, INC.
    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 3,230 shares
    Change vs previous 13F +206 shares

    0.48% of the 13F portfolio, value $355,630.

    13F-HR 0001085146-25-003960 filed by LOCKERMAN FINANCIAL GROUP, INC.
    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 3,024 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $280,722.

    13F-HR 0001085146-25-002162 filed by LOCKERMAN FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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