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Disclosery

MSH Capital Advisors LLC: IVW position timeline

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

MSH Capital Advisors LLC held 56,635 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,635 shares
    Change vs previous 13F +4,537 shares

    1.35% of the 13F portfolio, value $7,789,005.

    13F-HR 0001420506-26-001502 filed by MSH Capital 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 52,098 shares
    Change vs previous 13F -1,165 shares

    1.25% of the 13F portfolio, value $5,892,822.

    13F-HR 0001420506-26-000884 filed by MSH Capital 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 53,263 shares
    Change vs previous 13F +691 shares

    1.4% of the 13F portfolio, value $6,565,251.

    13F-HR 0001420506-26-000212 filed by MSH Capital 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 52,572 shares
    Change vs previous 13F -1,982 shares

    1.7% of the 13F portfolio, value $6,346,439.

    13F-HR 0001420506-25-003041 filed by MSH Capital 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 54,554 shares
    Change vs previous 13F -2,472 shares

    1.73% of the 13F portfolio, value $6,006,435.

    13F-HR 0001420506-25-001568 filed by MSH Capital 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 57,026 shares
    Change vs previous 13F +1,523 shares

    1.64% of the 13F portfolio, value $5,293,739.

    13F-HR 0001420506-25-000992 filed by MSH Capital 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 55,503 shares
    Change vs previous 13F +2,244 shares

    1.77% of the 13F portfolio, value $5,635,209.

    13F-HR 0001420506-25-000392 filed by MSH Capital 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 53,259 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $5,099,510.

    13F-HR 0001420506-25-000421 filed by MSH Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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