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Next Capital Management LLC: IVW position timeline

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

Next Capital Management LLC held 70,383 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,383 shares
    Change vs previous 13F +2,504 shares

    2.61% of the 13F portfolio, value $9,679,776.

    13F-HR 0001437749-26-025432 filed by Next Capital Management 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 67,879 shares
    Change vs previous 13F +2,512 shares

    2.33% of the 13F portfolio, value $7,677,790.

    13F-HR 0001437749-26-015365 filed by Next Capital Management 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 65,367 shares
    Change vs previous 13F +14,819 shares

    2.58% of the 13F portfolio, value $8,057,157.

    13F-HR 0001437749-26-003766 filed by Next Capital Management 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 50,548 shares
    Change vs previous 13F +2,775 shares

    2.04% of the 13F portfolio, value $6,102,199.

    13F-HR 0001437749-25-033205 filed by Next Capital Management 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 47,773 shares
    Change vs previous 13F +1,072 shares

    1.94% of the 13F portfolio, value $5,259,760.

    13F-HR 0001437749-25-024802 filed by Next Capital Management 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 46,701 shares
    Change vs previous 13F +406 shares

    2.08% of the 13F portfolio, value $4,335,240.

    13F-HR 0001437749-25-014677 filed by Next Capital Management 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 46,295 shares
    Change vs previous 13F 0 shares

    1.93% of the 13F portfolio, value $4,700,331.

    13F-HR 0001437749-25-003355 filed by Next Capital Management 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 46,295 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $4,432,746.

    13F-HR 0001437749-24-033793 filed by Next Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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