Skip to content
Disclosery

McGlone Suttner Wealth Management, Inc.: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McGlone Suttner Wealth Management, Inc. on IVW, newest first. How the timeline and the estimate are built.

McGlone Suttner Wealth Management, Inc. held 15,775 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,775 shares
    Change vs previous 13F +2 shares

    0.26% of the 13F portfolio, value $2,244,111.

    13F-HR 0001964819-26-000005 filed by McGlone Suttner Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,773 shares
    Change vs previous 13F -728 shares

    0.25% of the 13F portfolio, value $2,169,257.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 16,501 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $1,866,455.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 16,500 shares
    Change vs previous 13F -12 shares

    0.27% of the 13F portfolio, value $2,033,740.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,512 shares
    Change vs previous 13F +3 shares

    0.28% of the 13F portfolio, value $1,993,276.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 16,509 shares
    Change vs previous 13F +2 shares

    0.27% of the 13F portfolio, value $1,817,685.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 16,507 shares
    Change vs previous 13F -323 shares

    0.25% of the 13F portfolio, value $1,532,373.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,830 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,708,754.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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