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Northeast Financial Consultants Inc: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Northeast Financial Consultants Inc on IVW, newest first. How the timeline and the estimate are built.

Northeast Financial Consultants Inc held 54,330 IVW shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 54,330 shares
    Change vs previous 13F +120 shares

    0.24% of the 13F portfolio, value $5,981,720.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 54,210 shares
    Change vs previous 13F +1,553 shares

    0.22% of the 13F portfolio, value $5,032,303.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 52,657 shares
    Change vs previous 13F -1,477 shares

    0.23% of the 13F portfolio, value $5,346,253.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 54,134 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $5,183,331.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 54,134 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $5,009,561.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 54,134 shares
    Change vs previous 13F -5 shares

    0.22% of the 13F portfolio, value $4,571,075.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 54,139 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $4,065,839.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 54,139 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,704,191.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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