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Net Worth Advisory Group: IVW position timeline

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

Net Worth Advisory Group held 8,968 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,968 shares
    Change vs previous 13F -78,432 shares

    0.31% of the 13F portfolio, value $1,233,405.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 87,400 shares
    Change vs previous 13F -625 shares

    2.05% of the 13F portfolio, value $9,885,859.

    13F-HR 0001754960-26-000355 filed by Net Worth 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 ended2025-12-31
    13F 88,025 shares
    Change vs previous 13F +78,076 shares

    2.19% of the 13F portfolio, value $10,849,951.

    13F-HR 0001754960-26-000043 filed by Net Worth 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 ended2025-09-30
    13F 9,949 shares
    Change vs previous 13F -81,645 shares

    0.35% of the 13F portfolio, value $1,201,006.

    13F-HR 0001754960-25-000668 filed by Net Worth 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 ended2025-06-30
    13F 91,594 shares
    Change vs previous 13F +81,068 shares

    2.24% of the 13F portfolio, value $10,084,534.

    13F-HR 0001754960-25-000454 filed by Net Worth 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 ended2025-03-31
    13F 10,526 shares
    Change vs previous 13F +202 shares

    0.31% of the 13F portfolio, value $977,169.

    13F-HR 0001754960-25-000198 filed by Net Worth 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 ended2024-12-31
    13F 10,324 shares
    Change vs previous 13F -435 shares

    0.32% of the 13F portfolio, value $1,048,163.

    13F-HR 0001754960-25-000114 filed by Net Worth 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 ended2024-09-30
    13F 10,759 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,030,144.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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