Skip to content
Disclosery

Mason & Associates, LLC: IVW position timeline

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

Mason & Associates, LLC held 33,204 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,204 shares
    Change vs previous 13F -1,546 shares

    0.95% of the 13F portfolio, value $4,566,546.

    13F-HR 0001754960-26-000510 filed by Mason & Associates, 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 34,750 shares
    Change vs previous 13F -546 shares

    0.9% of the 13F portfolio, value $3,930,573.

    13F-HR 0001754960-26-000303 filed by Mason & Associates, 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 35,296 shares
    Change vs previous 13F -2,425 shares

    0.99% of the 13F portfolio, value $4,350,585.

    13F-HR 0001754960-26-000098 filed by Mason & Associates, 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 37,721 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $4,153,082.

    13F-HR 0001754960-25-000746 filed by Mason & Associates, 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 37,721 shares
    Change vs previous 13F -101 shares

    1.04% of the 13F portfolio, value $4,153,082.

    13F-HR 0001754960-25-000508 filed by Mason & Associates, 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 37,822 shares
    Change vs previous 13F -226 shares

    1.01% of the 13F portfolio, value $3,511,016.

    13F-HR 0001754960-25-000175 filed by Mason & Associates, 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 38,048 shares
    Change vs previous 13F -21 shares

    1.15% of the 13F portfolio, value $3,863,013.

    13F-HR 0001754960-25-000031 filed by Mason & Associates, 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 38,069 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $3,645,107.

    13F-HR 0001754960-24-000500 filed by Mason & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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