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Disclosery

Mendel Money Management: IVW position timeline

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

Mendel Money Management held 0 IVW shares at 2025-03-31 per its 13F-HR filed 2025-05-06.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -5,306 shares

    13F-HR 0001085146-25-002647 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 5,306 shares
    Change vs previous 13F +296 shares

    0.24% of the 13F portfolio, value $538,718.

    13F-HR 0001085146-25-001016 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 5,010 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $479,708.

    13F-HR 0001085146-24-005406 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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