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Moloney Securities Asset Management, LLC: IVW position timeline

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

Moloney Securities Asset Management, LLC held 83,244 IVW shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 83,244 shares
    Change vs previous 13F +62,520 shares

    1.2% of the 13F portfolio, value $10,049,198.

    13F-HR 0001697934-25-000007 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 20,724 shares
    Change vs previous 13F -14,458 shares

    0.28% of the 13F portfolio, value $2,281,683.

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset 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 ended2025-03-31
    13F 35,182 shares
    Change vs previous 13F -65,725 shares

    0.44% of the 13F portfolio, value $3,265,955.

    13F-HR 0001697934-25-000002 filed by Moloney Securities Asset 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 ended2024-12-31
    13F 100,907 shares
    Change vs previous 13F +18,815 shares

    1.37% of the 13F portfolio, value $10,245,098.

    13F-HR 0001697934-25-000001 filed by Moloney Securities Asset 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 ended2024-09-30
    13F 82,092 shares
    Change vs previous 13F +543 shares

    1.05% of the 13F portfolio, value $7,860,267.

    13F-HR 0001697934-24-000006 filed by Moloney Securities Asset 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 ended2024-06-30
    13F 81,549 shares
    Change vs previous 13F +75,423 shares

    1.09% of the 13F portfolio, value $7,546,528.

    13F-HR 0001697934-24-000003 filed by Moloney Securities Asset 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 ended2024-03-31
    13F 6,126 shares
    Change vs previous 13F +2,652 shares

    0.08% of the 13F portfolio, value $517,266.

    13F-HR 0001697934-24-000002 filed by Moloney Securities Asset 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 ended2023-12-31
    13F 3,474 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $260,888.

    13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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