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Disclosery

Madrid Wealth Management, LLC: IVW position timeline

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

Madrid Wealth Management, LLC held 26,416 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,416 shares
    Change vs previous 13F +2,083 shares

    2.38% of the 13F portfolio, value $3,633,017.

    13F-HR 0002106678-26-000007 filed by Madrid Wealth 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/A 24,333 shares
    Change vs previous 13F +6,813 shares

    2.08% of the 13F portfolio, value $2,752,280.

    13F-HR/A 0002106678-26-000005 filed by Madrid Wealth 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 17,520 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $2,159,474.

    13F-HR 0002106678-26-000002 filed by Madrid Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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