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MJT & Associates Financial Advisory Group, Inc.: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MJT & Associates Financial Advisory Group, Inc. on IVW, newest first. How the timeline and the estimate are built.

MJT & Associates Financial Advisory Group, Inc. held 183,800 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 183,800 shares
    Change vs previous 13F +8,985 shares

    16.91% of the 13F portfolio, value $26,147,320.

    13F-HR 0002065777-26-000010 filed by MJT & Associates Financial Advisory Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 174,815 shares
    Change vs previous 13F -15,416 shares

    15.9% of the 13F portfolio, value $24,042,186.

    13F-HR 0002065777-26-000008 filed by MJT & Associates Financial Advisory Group, 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 190,231 shares
    Change vs previous 13F +1,321 shares

    15.8% of the 13F portfolio, value $21,516,921.

    13F-HR 0002065777-26-000004 filed by MJT & Associates Financial Advisory Group, 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/A 188,910 shares
    Change vs previous 13F +2,550 shares

    17.38% of the 13F portfolio, value $23,284,994.

    13F-HR/A 0002065777-26-000002 filed by MJT & Associates Financial Advisory Group, 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 186,360 shares
    Change vs previous 13F +16,066 shares

    18.3% of the 13F portfolio, value $22,497,377.

    13F-HR 0002065777-25-000005 filed by MJT & Associates Financial Advisory Group, 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/A 170,294 shares
    Change vs previous 13F +4,635 shares

    23.26% of the 13F portfolio, value $18,749,365.

    13F-HR/A 0002065777-25-000004 filed by MJT & Associates Financial Advisory Group, 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 165,659 shares
    Change vs previous 13F not available

    14.77% of the 13F portfolio, value $15,378,051.

    13F-HR 0002065777-25-000001 filed by MJT & Associates Financial Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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