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Madrona Financial Services, LLC: IVW position timeline

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

Madrona Financial Services, LLC held 20,105 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,105 shares
    Change vs previous 13F -505 shares

    0.51% of the 13F portfolio, value $2,764,992.

    13F-HR 0001578370-26-000004 filed by Madrona Financial Services, 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 20,610 shares
    Change vs previous 13F -8,486 shares

    0.51% of the 13F portfolio, value $2,331,242.

    13F-HR 0001578370-26-000003 filed by Madrona Financial Services, 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 29,096 shares
    Change vs previous 13F -1,982 shares

    0.77% of the 13F portfolio, value $3,586,319.

    13F-HR 0001578370-26-000002 filed by Madrona Financial Services, 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 31,078 shares
    Change vs previous 13F -1,461 shares

    0.83% of the 13F portfolio, value $3,751,692.

    13F-HR 0001578370-25-000007 filed by Madrona Financial Services, 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 32,539 shares
    Change vs previous 13F -1,409 shares

    0.86% of the 13F portfolio, value $3,582,505.

    13F-HR 0001578370-25-000005 filed by Madrona Financial Services, 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 33,948 shares
    Change vs previous 13F -110,854 shares

    0.87% of the 13F portfolio, value $3,151,377.

    13F-HR 0001578370-25-000004 filed by Madrona Financial Services, 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 144,802 shares
    Change vs previous 13F +6,198 shares

    4% of the 13F portfolio, value $14,701,797.

    13F-HR 0001578370-25-000001 filed by Madrona Financial Services, 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 138,604 shares
    Change vs previous 13F not available

    3.69% of the 13F portfolio, value $13,271,343.

    13F-HR 0001578370-24-000007 filed by Madrona Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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