Skip to content
Disclosery

MBA Advisors LLC: IVW position timeline

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

MBA Advisors LLC held 18,525 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,525 shares
    Change vs previous 13F -515 shares

    0.87% of the 13F portfolio, value $2,547,743.

    13F-HR 0001848704-26-000003 filed by MBA 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 19,040 shares
    Change vs previous 13F -295 shares

    0.83% of the 13F portfolio, value $2,153,614.

    13F-HR 0001848704-26-000002 filed by MBA 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 19,335 shares
    Change vs previous 13F -432 shares

    0.96% of the 13F portfolio, value $2,383,232.

    13F-HR 0001848704-26-000001 filed by MBA 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 19,767 shares
    Change vs previous 13F -524 shares

    1.02% of the 13F portfolio, value $2,386,272.

    13F-HR 0001848704-25-000002 filed by MBA 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 20,291 shares
    Change vs previous 13F -809 shares

    1.03% of the 13F portfolio, value $2,234,039.

    13F-HR 0001085146-25-003959 filed by MBA 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 21,100 shares
    Change vs previous 13F -1,433 shares

    0.97% of the 13F portfolio, value $1,958,713.

    13F-HR 0001085146-25-002414 filed by MBA 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 22,533 shares
    Change vs previous 13F -10,124 shares

    1.16% of the 13F portfolio, value $2,287,775.

    13F-HR 0001085146-25-000583 filed by MBA 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 32,657 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $3,126,908.

    13F-HR 0001085146-24-005131 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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