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Disclosery

Operose Advisors LLC: IVW position timeline

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

Operose Advisors LLC held 20,234 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,234 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $2,782,782.

    13F-HR 0001909750-26-000007 filed by Operose Advisors 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 20,234 shares
    Change vs previous 13F -1,831 shares

    0.53% of the 13F portfolio, value $2,288,668.

    13F-HR 0001909750-26-000005 filed by Operose Advisors 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 22,065 shares
    Change vs previous 13F +131 shares

    0.63% of the 13F portfolio, value $2,719,736.

    13F-HR 0001909750-26-000002 filed by Operose Advisors 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 21,934 shares
    Change vs previous 13F +130 shares

    0.66% of the 13F portfolio, value $2,647,874.

    13F-HR 0001909750-25-000013 filed by Operose Advisors 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 21,804 shares
    Change vs previous 13F -66 shares

    0.68% of the 13F portfolio, value $2,400,621.

    13F-HR 0001909750-25-000007 filed by Operose Advisors 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 21,870 shares
    Change vs previous 13F -223 shares

    0.67% of the 13F portfolio, value $2,030,192.

    13F-HR 0001909750-25-000005 filed by Operose Advisors 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 22,093 shares
    Change vs previous 13F +1,055 shares

    0.77% of the 13F portfolio, value $2,243,102.

    13F-HR 0001909750-25-000002 filed by Operose Advisors 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 21,038 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,014,389.

    13F-HR 0001909750-24-000010 filed by Operose Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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