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Mayflower Financial Advisors, LLC: IVW position timeline

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

Mayflower Financial Advisors, LLC held 140,415 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,415 shares
    Change vs previous 13F +13,912 shares

    1.67% of the 13F portfolio, value $19,311,268.

    13F-HR 0001951757-26-000942 filed by Mayflower Financial Advisors, 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 126,503 shares
    Change vs previous 13F +7,004 shares

    1.74% of the 13F portfolio, value $14,308,770.

    13F-HR 0001951757-26-000724 filed by Mayflower Financial Advisors, 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 119,499 shares
    Change vs previous 13F +1,971 shares

    1.78% of the 13F portfolio, value $14,729,452.

    13F-HR 0001951757-26-000054 filed by Mayflower Financial Advisors, 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 117,528 shares
    Change vs previous 13F +5,347 shares

    1.78% of the 13F portfolio, value $14,187,970.

    13F-HR 0001951757-25-001150 filed by Mayflower Financial Advisors, 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 112,181 shares
    Change vs previous 13F -4,898 shares

    1.72% of the 13F portfolio, value $12,351,117.

    13F-HR 0001951757-25-001017 filed by Mayflower Financial Advisors, 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 117,079 shares
    Change vs previous 13F +3,156 shares

    1.65% of the 13F portfolio, value $10,868,434.

    13F-HR 0001951757-25-000501 filed by Mayflower Financial Advisors, 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 113,923 shares
    Change vs previous 13F +257 shares

    1.73% of the 13F portfolio, value $11,566,592.

    13F-HR 0001951757-25-000102 filed by Mayflower Financial Advisors, 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 113,666 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $10,883,541.

    13F-HR 0001951757-24-001160 filed by Mayflower Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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