MANNING & NAPIER ADVISORS LLC: IVW position timeline

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

MANNING & NAPIER ADVISORS LLC held 6,114 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 6,114 shares
Change vs previous 13F 0 shares
0.01% of the 13F portfolio, value $829,104.
13F-HR 0001999371-26-017897 filed by MANNING & NAPIER ADVISORS LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,114 shares
Change vs previous 13F +1,804 shares
0.01% of the 13F portfolio, value $691,593.
13F-HR 0001999371-26-009545 filed by MANNING & NAPIER ADVISORS LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 4,310 shares
Change vs previous 13F -606 shares
0.01% of the 13F portfolio, value $535,172.
13F-HR 0001999371-26-002483 filed by MANNING & NAPIER ADVISORS LLC
Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 4,916 shares
Change vs previous 13F 0 shares
0.01% of the 13F portfolio, value $593,501.
13F-HR 0001999371-25-016177 filed by MANNING & NAPIER ADVISORS LLC
Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 4,916 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $541,289.
13F-HR 0002000324-25-002721 filed by MANNING & NAPIER ADVISORS LLC
Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).