Skip to content
Disclosery

McNaughton Wealth Management, LLC: IVW position timeline

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

McNaughton Wealth Management, LLC held 148,426 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 148,426 shares
    Change vs previous 13F +527 shares

    7.38% of the 13F portfolio, value $21,115,053.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 147,899 shares
    Change vs previous 13F +166 shares

    7.22% of the 13F portfolio, value $20,340,551.

    13F-HR 0001802691-26-000004 filed by McNaughton Wealth Management, LLC
    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 147,733 shares
    Change vs previous 13F +4,365 shares

    6.91% of the 13F portfolio, value $16,710,076.

    13F-HR 0001802691-26-000002 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 143,368 shares
    Change vs previous 13F +1,340 shares

    7.28% of the 13F portfolio, value $17,671,535.

    13F-HR 0001802691-26-000001 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 142,028 shares
    Change vs previous 13F -9,391 shares

    7.23% of the 13F portfolio, value $17,145,590.

    13F-HR 0001085146-25-005827 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 151,419 shares
    Change vs previous 13F -14,250 shares

    7.43% of the 13F portfolio, value $16,671,275.

    13F-HR 0001085146-25-004023 filed by McNaughton Wealth Management, LLC
    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 165,669 shares
    Change vs previous 13F +145,764 shares

    7.47% of the 13F portfolio, value $15,379,044.

    13F-HR 0001085146-25-001950 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 19,905 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,020,955.

    13F-HR 0001085146-25-000158 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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