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Disclosery

NorthRock Partners, LLC: IVW position timeline

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

NorthRock Partners, LLC held 71,508 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,508 shares
    Change vs previous 13F -46 shares

    0.14% of the 13F portfolio, value $9,834,478.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, 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 71,554 shares
    Change vs previous 13F +7,400 shares

    0.13% of the 13F portfolio, value $8,093,560.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, 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 64,154 shares
    Change vs previous 13F +3,793 shares

    0.13% of the 13F portfolio, value $7,907,706.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, 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 60,361 shares
    Change vs previous 13F -843 shares

    0.13% of the 13F portfolio, value $7,286,776.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, 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/A 61,204 shares
    Change vs previous 13F -3,442 shares

    0.18% of the 13F portfolio, value $6,738,453.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, 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 64,646 shares
    Change vs previous 13F -1,447 shares

    0.2% of the 13F portfolio, value $6,001,061.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, 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 66,093 shares
    Change vs previous 13F -2,344 shares

    0.22% of the 13F portfolio, value $6,710,436.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, 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/A 68,437 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,552,771.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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