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Disclosery

NorthCoast Asset Management LLC: IVW position timeline

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

NorthCoast Asset Management LLC held 19,277 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,277 shares
    Change vs previous 13F +2,490 shares

    0.06% of the 13F portfolio, value $2,651,264.

    13F-HR 0001765380-26-000370 filed by NorthCoast Asset 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 16,787 shares
    Change vs previous 13F -973 shares

    0.04% of the 13F portfolio, value $1,898,780.

    13F-HR 0001765380-26-000207 filed by NorthCoast Asset 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 17,760 shares
    Change vs previous 13F -874,829 shares

    0.05% of the 13F portfolio, value $2,189,181.

    13F-HR 0001765380-26-000111 filed by NorthCoast Asset 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 892,589 shares
    Change vs previous 13F +23,402 shares

    0.42% of the 13F portfolio, value $107,753,402.

    13F-HR 0001665198-25-000016 filed by NorthCoast Asset 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 869,187 shares
    Change vs previous 13F +288,120 shares

    0.41% of the 13F portfolio, value $95,697,570.

    13F-HR 0001665198-25-000007 filed by NorthCoast Asset 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/A 581,067 shares
    Change vs previous 13F +8,449 shares

    0.27% of the 13F portfolio, value $53,940,491.

    13F-HR/A 0001665198-25-000006 filed by NorthCoast Asset 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/A 572,618 shares
    Change vs previous 13F -8,798 shares

    0.29% of the 13F portfolio, value $58,138,132.

    13F-HR/A 0001665198-25-000010 filed by NorthCoast Asset 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 581,416 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,681,840.

    13F-HR 0001665198-24-000013 filed by NorthCoast Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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