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Disclosery

Mosley Wealth Management: IVW position timeline

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

Mosley Wealth Management held 28,039 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,039 shares
    Change vs previous 13F -32,079 shares

    1.23% of the 13F portfolio, value $3,856,139.

    13F-HR 0002011849-26-000003 filed by Mosley Wealth Management
    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 60,118 shares
    Change vs previous 13F +418 shares

    3.29% of the 13F portfolio, value $7,257,449.

    13F-HR 0002011849-26-000002 filed by Mosley Wealth Management
    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 59,700 shares
    Change vs previous 13F +4,811 shares

    3.33% of the 13F portfolio, value $7,283,487.

    13F-HR 0002011849-26-000001 filed by Mosley Wealth Management
    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 54,889 shares
    Change vs previous 13F +424 shares

    3.53% of the 13F portfolio, value $5,696,979.

    13F-HR 0002011849-25-000001 filed by Mosley Wealth Management
    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 54,465 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $5,332,681.

    13F-HR 0002011849-24-000005 filed by Mosley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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