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Pacific Excel Wealth Advisors, Inc.: IVW position timeline

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

Pacific Excel Wealth Advisors, Inc. held 3,288 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,288 shares
    Change vs previous 13F -7,640 shares

    0.17% of the 13F portfolio, value $452,199.

    13F-HR 0002110884-26-000004 filed by Pacific Excel Wealth Advisors, Inc.
    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 10,928 shares
    Change vs previous 13F +4,475 shares

    1.3% of the 13F portfolio, value $1,236,181.

    13F-HR 0002110884-26-000002 filed by Pacific Excel Wealth Advisors, Inc.
    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 6,453 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $795,160.

    13F-HR 0002110884-26-000001 filed by Pacific Excel Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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