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Disclosery

LVZ, Inc.: INCM position timeline

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

LVZ, Inc. held 95,599 INCM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,599 shares
    Change vs previous 13F +2,296 shares

    0.28% of the 13F portfolio, value $2,758,509.

    13F-HR 0000905729-26-000131 filed by LVZ, 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 93,303 shares
    Change vs previous 13F +2,074 shares

    0.31% of the 13F portfolio, value $2,682,461.

    13F-HR 0000905729-26-000087 filed by LVZ, 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/A 91,229 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $2,558,061.

    13F-HR/A 0000905729-26-000036 filed by LVZ, 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 91,229 shares
    Change vs previous 13F +8,844 shares

    0.29% of the 13F portfolio, value $2,530,692.

    13F-HR 0000905729-25-000173 filed by LVZ, 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 82,385 shares
    Change vs previous 13F +199 shares

    0.27% of the 13F portfolio, value $2,228,514.

    13F-HR 0000905729-25-000121 filed by LVZ, 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 82,186 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $2,188,613.

    13F-HR 0000905729-25-000078 filed by LVZ, Inc.
    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 82,186 shares
    Change vs previous 13F +7,324 shares

    0.28% of the 13F portfolio, value $2,145,055.

    13F-HR 0000905729-25-000026 filed by LVZ, Inc.
    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 74,862 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,034,749.

    13F-HR 0000905729-24-000161 filed by LVZ, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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