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Parallel Advisors, LLC: IVW position timeline

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

Parallel Advisors, LLC held 77,312 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,312 shares
    Change vs previous 13F +3,284 shares

    0.16% of the 13F portfolio, value $10,632,853.

    13F-HR 0001690010-26-000005 filed by Parallel 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/A 74,028 shares
    Change vs previous 13F -17,152 shares

    0.15% of the 13F portfolio, value $8,373,324.

    13F-HR/A 0001690010-26-000004 filed by Parallel 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 91,180 shares
    Change vs previous 13F -3,173 shares

    0.21% of the 13F portfolio, value $11,238,857.

    13F-HR 0001690010-26-000001 filed by Parallel 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 94,353 shares
    Change vs previous 13F -381,744 shares

    0.21% of the 13F portfolio, value $11,390,298.

    13F-HR 0001690010-25-000009 filed by Parallel 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 476,097 shares
    Change vs previous 13F +25,745 shares

    1.05% of the 13F portfolio, value $52,418,301.

    13F-HR 0001690010-25-000005 filed by Parallel 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 450,352 shares
    Change vs previous 13F -904 shares

    0.95% of the 13F portfolio, value $41,805,430.

    13F-HR 0001690010-25-000004 filed by Parallel 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 451,256 shares
    Change vs previous 13F +35,753 shares

    1.04% of the 13F portfolio, value $45,816,065.

    13F-HR 0001690010-25-000002 filed by Parallel 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 415,503 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $39,784,419.

    13F-HR 0001690010-24-000009 filed by Parallel Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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