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MCMORGAN & CO LLC: IVW position timeline

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

MCMORGAN & CO LLC held 186,940 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 186,940 shares
    Change vs previous 13F -9,374 shares

    3.87% of the 13F portfolio, value $25,709,924.

    13F-HR 0001162695-26-000003 filed by MCMORGAN & CO 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 196,314 shares
    Change vs previous 13F +2,020 shares

    3.59% of the 13F portfolio, value $22,205,179.

    13F-HR 0001162695-26-000002 filed by MCMORGAN & CO 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 194,294 shares
    Change vs previous 13F -1,660 shares

    3.97% of the 13F portfolio, value $23,948,790.

    13F-HR 0001162695-26-000001 filed by MCMORGAN & CO 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 195,954 shares
    Change vs previous 13F -38,186 shares

    3.64% of the 13F portfolio, value $23,655,604.

    13F-HR 0001162695-25-000006 filed by MCMORGAN & CO 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 234,140 shares
    Change vs previous 13F -4,727 shares

    3.8% of the 13F portfolio, value $25,778,863.

    13F-HR 0001162695-25-000003 filed by MCMORGAN & CO 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 238,867 shares
    Change vs previous 13F +1,929 shares

    3.55% of the 13F portfolio, value $22,174,030.

    13F-HR 0001162695-25-000002 filed by MCMORGAN & CO 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 236,938 shares
    Change vs previous 13F -21,812 shares

    3.72% of the 13F portfolio, value $24,056,326.

    13F-HR 0001162695-25-000001 filed by MCMORGAN & CO 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 258,750 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $24,775,341.

    13F-HR 0001162695-24-000006 filed by MCMORGAN & CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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