Skip to content
Disclosery

Mutual Advisors, LLC: IVW position timeline

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

Mutual Advisors, LLC held 132,619 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,619 shares
    Change vs previous 13F -6,902 shares

    0.34% of the 13F portfolio, value $18,239,139.

    13F-HR 0001986152-26-000154 filed by Mutual 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 139,521 shares
    Change vs previous 13F +3,104 shares

    0.34% of the 13F portfolio, value $15,781,183.

    13F-HR 0001986152-26-000054 filed by Mutual 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 136,417 shares
    Change vs previous 13F -2,575 shares

    0.36% of the 13F portfolio, value $16,814,771.

    13F-HR 0001986152-26-000005 filed by Mutual 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 138,992 shares
    Change vs previous 13F +1,139 shares

    0.37% of the 13F portfolio, value $16,880,520.

    13F-HR 0001986152-25-000100 filed by Mutual 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 137,853 shares
    Change vs previous 13F +8,415 shares

    0.39% of the 13F portfolio, value $15,695,993.

    13F-HR 0001986152-25-000050 filed by Mutual 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 129,438 shares
    Change vs previous 13F -11,980 shares

    0.35% of the 13F portfolio, value $12,181,397.

    13F-HR 0001986152-25-000037 filed by Mutual 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 141,418 shares
    Change vs previous 13F +3,262 shares

    0.42% of the 13F portfolio, value $14,495,388.

    13F-HR 0001986152-25-000002 filed by Mutual 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 138,156 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $13,410,765.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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