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Disclosery

National Philanthropic Trust: IVW position timeline

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

National Philanthropic Trust held 39,332 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 39,332 shares
    Change vs previous 13F +8,388 shares

    0.08% of the 13F portfolio, value $5,409,330.

    13F-HR 0001193805-26-001094 filed by National Philanthropic Trust
    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 30,944 shares
    Change vs previous 13F +106 shares

    0.04% of the 13F portfolio, value $3,500,076.

    13F-HR 0001193805-26-000629 filed by National Philanthropic Trust
    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 30,838 shares
    Change vs previous 13F -11,756 shares

    0.04% of the 13F portfolio, value $3,801,092.

    13F-HR 0001193805-26-000630 filed by National Philanthropic Trust
    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 42,594 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $5,141,948.

    13F-HR 0001193805-26-000631 filed by National Philanthropic Trust
    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 42,594 shares
    Change vs previous 13F -1,756 shares

    0.06% of the 13F portfolio, value $4,689,599.

    13F-HR 0001193805-26-000632 filed by National Philanthropic Trust
    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 44,350 shares
    Change vs previous 13F +2,397 shares

    0.07% of the 13F portfolio, value $4,117,011.

    13F-HR 0001193805-26-000634 filed by National Philanthropic Trust
    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 41,953 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $4,259,488.

    13F-HR 0001193805-26-000635 filed by National Philanthropic Trust
    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 41,953 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,017,000.

    13F-HR 0001193805-26-000637 filed by National Philanthropic Trust
    Filed (acceptance time not in the bulk data set), ingested

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