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Disclosery

LPWM LLC: IVW position timeline

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

LPWM LLC held 44,192 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,192 shares
    Change vs previous 13F +18,598 shares

    1.35% of the 13F portfolio, value $6,077,726.

    13F-HR 0001951757-26-001044 filed by LPWM 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 25,594 shares
    Change vs previous 13F -256 shares

    0.73% of the 13F portfolio, value $2,894,937.

    13F-HR 0001951757-26-000557 filed by LPWM 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 25,850 shares
    Change vs previous 13F +5,391 shares

    0.8% of the 13F portfolio, value $3,186,271.

    13F-HR 0001951757-26-000010 filed by LPWM 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 20,459 shares
    Change vs previous 13F +1,401 shares

    0.66% of the 13F portfolio, value $2,469,810.

    13F-HR 0001951757-25-001174 filed by LPWM 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 19,058 shares
    Change vs previous 13F -453 shares

    0.61% of the 13F portfolio, value $2,098,286.

    13F-HR 0001951757-25-000587 filed by LPWM 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 19,511 shares
    Change vs previous 13F -206 shares

    0.58% of the 13F portfolio, value $1,811,206.

    13F-HR 0001951757-25-000345 filed by LPWM 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 19,717 shares
    Change vs previous 13F -198 shares

    0.64% of the 13F portfolio, value $2,001,867.

    13F-HR 0001951757-25-000018 filed by LPWM 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 19,915 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,884,756.

    13F-HR 0001951757-24-000983 filed by LPWM LLC
    Filed (acceptance time not in the bulk data set), ingested

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