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Disclosery

MRA Advisory Group: IVW position timeline

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

MRA Advisory Group held 2,756 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 2,756 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $392,132.

    13F-HR 0001841816-26-000007 filed by MRA Advisory Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,755 shares
    Change vs previous 13F +2 shares

    0.14% of the 13F portfolio, value $378,875.

    13F-HR 0001841816-26-000003 filed by MRA Advisory Group
    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 2,753 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $311,421.

    13F-HR 0001841816-26-000002 filed by MRA Advisory Group
    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 2,752 shares
    Change vs previous 13F +2 shares

    0.14% of the 13F portfolio, value $339,181.

    13F-HR 0001841816-26-000001 filed by MRA Advisory Group
    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 2,750 shares
    Change vs previous 13F +2 shares

    0.14% of the 13F portfolio, value $331,966.

    13F-HR 0001841816-25-000005 filed by MRA Advisory Group
    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 2,748 shares
    Change vs previous 13F +2 shares

    0.14% of the 13F portfolio, value $302,544.

    13F-HR 0001841816-25-000003 filed by MRA Advisory Group
    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 2,746 shares
    Change vs previous 13F +2 shares

    0.14% of the 13F portfolio, value $254,909.

    13F-HR 0001841816-25-000002 filed by MRA Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,744 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $278,600.

    13F-HR 0001841816-25-000001 filed by MRA Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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