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Nalls Sherbakoff Group, LLC: IVW position timeline

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

Nalls Sherbakoff Group, LLC held 2,808 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,808 shares
    Change vs previous 13F -400 shares

    0.27% of the 13F portfolio, value $386,201.

    13F-HR 0001437749-26-028140 filed by Nalls Sherbakoff Group, 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 3,208 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $362,871.

    13F-HR 0001437749-26-028139 filed by Nalls Sherbakoff Group, 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 3,208 shares
    Change vs previous 13F -56 shares

    0.29% of the 13F portfolio, value $395,433.

    13F-HR 0001437749-26-007920 filed by Nalls Sherbakoff Group, 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 3,264 shares
    Change vs previous 13F +1 shares

    0.27% of the 13F portfolio, value $394,045.

    13F-HR 0001437749-26-007926 filed by Nalls Sherbakoff Group, 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 3,263 shares
    Change vs previous 13F +1 shares

    0.26% of the 13F portfolio, value $359,243.

    13F-HR 0001437749-26-007925 filed by Nalls Sherbakoff Group, 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 3,262 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $302,780.

    13F-HR 0001437749-26-007924 filed by Nalls Sherbakoff Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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