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Disclosery

MONEYWISE, INC.: IVW position timeline

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

MONEYWISE, INC. held 9,627 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,627 shares
    Change vs previous 13F -283 shares

    0.49% of the 13F portfolio, value $1,323,988.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 9,910 shares
    Change vs previous 13F +1,003 shares

    0.49% of the 13F portfolio, value $1,120,865.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 8,907 shares
    Change vs previous 13F -187 shares

    0.46% of the 13F portfolio, value $1,097,905.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 9,094 shares
    Change vs previous 13F +92 shares

    0.5% of the 13F portfolio, value $1,097,796.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 9,002 shares
    Change vs previous 13F -62,506 shares

    0.46% of the 13F portfolio, value $991,156.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 71,508 shares
    Change vs previous 13F +3,235 shares

    3.51% of the 13F portfolio, value $6,638,094.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    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 68,273 shares
    Change vs previous 13F +6,654 shares

    3.48% of the 13F portfolio, value $6,931,726.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    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 61,619 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $5,900,046.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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