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Disclosery

LongView Wealth Management: IVW position timeline

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

LongView Wealth Management held 15,325 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,325 shares
    Change vs previous 13F +273 shares

    0.54% of the 13F portfolio, value $2,107,647.

    13F-HR 0001990190-26-000003 filed by LongView Wealth Management
    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 15,052 shares
    Change vs previous 13F +1,697 shares

    0.47% of the 13F portfolio, value $1,876,796.

    13F-HR 0001990190-26-000002 filed by LongView Wealth Management
    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 13,355 shares
    Change vs previous 13F +2,700 shares

    0.4% of the 13F portfolio, value $1,670,517.

    13F-HR 0001990190-26-000001 filed by LongView Wealth Management
    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 10,655 shares
    Change vs previous 13F -156 shares

    0.35% of the 13F portfolio, value $1,286,307.

    13F-HR 0001990190-25-000008 filed by LongView Wealth Management
    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 10,811 shares
    Change vs previous 13F +94 shares

    0.36% of the 13F portfolio, value $1,190,318.

    13F-HR 0001990190-25-000004 filed by LongView Wealth Management
    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 10,717 shares
    Change vs previous 13F +476 shares

    0.3% of the 13F portfolio, value $994,894.

    13F-HR 0001990190-25-000003 filed by LongView Wealth Management
    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 10,241 shares
    Change vs previous 13F +400 shares

    0.32% of the 13F portfolio, value $1,039,725.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    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 9,841 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $942,241.

    13F-HR 0001990190-24-000005 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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