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Disclosery

Objective Capital Management, LLC: IVW position timeline

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

Objective Capital Management, LLC held 5,053 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,053 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $694,934.

    13F-HR 0002085853-26-000777 filed by Objective 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 5,053 shares
    Change vs previous 13F +1 shares

    0.58% of the 13F portfolio, value $571,506.

    13F-HR 0002085853-26-000557 filed by Objective 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 5,052 shares
    Change vs previous 13F +336 shares

    0.63% of the 13F portfolio, value $622,754.

    13F-HR 0002085853-26-000200 filed by Objective 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 4,716 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $569,316.

    13F-HR 0002085853-25-000196 filed by Objective 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 4,716 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $519,232.

    13F-HR 0001667731-25-001123 filed by Objective 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 4,716 shares
    Change vs previous 13F -18,341 shares

    0.56% of the 13F portfolio, value $437,786.

    13F-HR 0001667731-25-000601 filed by Objective 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 23,057 shares
    Change vs previous 13F -16,644 shares

    1.56% of the 13F portfolio, value $2,340,956.

    13F-HR 0001667731-25-000345 filed by Objective 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 39,701 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $3,801,358.

    13F-HR 0001924152-24-000003 filed by Objective Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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