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Disclosery

M1 Capital Management LLC: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M1 Capital Management LLC on IVW, newest first. How the timeline and the estimate are built.

M1 Capital Management LLC held 81,752 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,752 shares
    Change vs previous 13F +13,109 shares

    4.15% of the 13F portfolio, value $11,243,380.

    13F-HR 0001976157-26-000004 filed by M1 Capital Management 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 68,643 shares
    Change vs previous 13F -73,452 shares

    3.58% of the 13F portfolio, value $7,764,171.

    13F-HR 0001976157-26-000002 filed by M1 Capital Management 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 142,095 shares
    Change vs previous 13F -2,792 shares

    7.31% of the 13F portfolio, value $17,514,578.

    13F-HR 0001976157-26-000001 filed by M1 Capital Management 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 144,887 shares
    Change vs previous 13F -6,042 shares

    7.55% of the 13F portfolio, value $17,490,733.

    13F-HR 0001976157-25-000008 filed by M1 Capital Management 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 150,929 shares
    Change vs previous 13F -21,409 shares

    8.38% of the 13F portfolio, value $16,617,331.

    13F-HR 0001976157-25-000004 filed by M1 Capital Management 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 172,338 shares
    Change vs previous 13F -18,895 shares

    10% of the 13F portfolio, value $15,998,128.

    13F-HR 0001976157-25-000003 filed by M1 Capital Management 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 191,233 shares
    Change vs previous 13F not available

    10.49% of the 13F portfolio, value $19,415,843.

    13F-HR 0001976157-25-000002 filed by M1 Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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