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Disclosery

PACK Private Wealth, LLC: IVW position timeline

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

PACK Private Wealth, LLC held 15,797 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,797 shares
    Change vs previous 13F -60 shares

    0.9% of the 13F portfolio, value $2,172,561.

    13F-HR 0001951757-26-001231 filed by PACK Private Wealth, 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 15,857 shares
    Change vs previous 13F -346 shares

    0.82% of the 13F portfolio, value $1,793,585.

    13F-HR 0001951757-26-000880 filed by PACK Private Wealth, 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 16,203 shares
    Change vs previous 13F -659 shares

    0.91% of the 13F portfolio, value $1,997,182.

    13F-HR 0001951757-26-000469 filed by PACK Private Wealth, 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 16,862 shares
    Change vs previous 13F -26 shares

    0.96% of the 13F portfolio, value $2,035,581.

    13F-HR 0001951757-25-001305 filed by PACK Private Wealth, 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 16,888 shares
    Change vs previous 13F -170 shares

    0.99% of the 13F portfolio, value $1,859,369.

    13F-HR 0001951757-25-001081 filed by PACK Private Wealth, 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 17,058 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $1,583,494.

    13F-HR 0001951757-25-000554 filed by PACK Private Wealth, 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 17,058 shares
    Change vs previous 13F -3 shares

    1.02% of the 13F portfolio, value $1,731,899.

    13F-HR 0001951757-25-000168 filed by PACK Private Wealth, 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 17,061 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,633,591.

    13F-HR 0001951757-24-001137 filed by PACK Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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