OAKWOOD CAPITAL MANAGEMENT LLC/CA: IVW position timeline

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

OAKWOOD CAPITAL MANAGEMENT LLC/CA held 4,085 IVW shares at 2021-06-30 per its 13F-HR filed 2021-07-22.

the latest 13F is the newest step

period ended2021-06-30
13F 4,085 shares
Change vs previous 13F +150 shares
0.08% of the 13F portfolio, value $297,000.
13F-HR 0001077148-21-000006 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
Filed 2021-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-03-31
13F 3,935 shares
Change vs previous 13F -510 shares
0.08% of the 13F portfolio, value $256,000.
13F-HR 0001077148-21-000004 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
Filed 2021-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-12-31
13F 4,445 shares
Change vs previous 13F +2,880 shares
0.09% of the 13F portfolio, value $284,000.
13F-HR 0001077148-21-000002 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
Filed 2021-01-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-09-30
13F 1,565 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $362,000.
13F-HR 0001077148-20-000008 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
Filed 2020-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC
Acceptance time not in the bulk data set (spec §4.2).