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MKT Advisors LLC: IVW position timeline

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

MKT Advisors LLC held 12,062 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,062 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,641,156.

    13F-HR 0001951757-26-000943 filed by MKT Advisors 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 12,062 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,395,935.

    13F-HR 0001951757-26-000564 filed by MKT Advisors 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 12,062 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $1,493,155.

    13F-HR 0001951757-26-000037 filed by MKT Advisors 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 12,062 shares
    Change vs previous 13F -15 shares

    0.54% of the 13F portfolio, value $1,462,276.

    13F-HR 0001951757-25-001151 filed by MKT Advisors 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 12,077 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,316,031.

    13F-HR 0001951757-25-000877 filed by MKT Advisors 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 12,077 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,015,072.

    13F-HR 0001951757-25-000321 filed by MKT Advisors 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 12,077 shares
    Change vs previous 13F -100 shares

    0.55% of the 13F portfolio, value $1,253,955.

    13F-HR 0001951757-25-000084 filed by MKT Advisors 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 12,177 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,151,701.

    13F-HR 0001951757-24-000973 filed by MKT Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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