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Disclosery

MA Private Wealth: IVW position timeline

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

MA Private Wealth held 395,664 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 395,664 shares
    Change vs previous 13F +5,325 shares

    8.11% of the 13F portfolio, value $54,415,671.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 390,339 shares
    Change vs previous 13F +16,740 shares

    7.47% of the 13F portfolio, value $44,151,297.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 373,599 shares
    Change vs previous 13F -17,375 shares

    7.68% of the 13F portfolio, value $46,049,858.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 390,974 shares
    Change vs previous 13F -506 shares

    7.94% of the 13F portfolio, value $47,198,412.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 391,480 shares
    Change vs previous 13F +62,962 shares

    7.71% of the 13F portfolio, value $43,101,963.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 328,518 shares
    Change vs previous 13F +4,572 shares

    5.74% of the 13F portfolio, value $30,496,328.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 323,946 shares
    Change vs previous 13F +6,074 shares

    6.15% of the 13F portfolio, value $32,890,213.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    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 317,872 shares
    Change vs previous 13F not available

    5.69% of the 13F portfolio, value $30,436,291.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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