Skip to content
Disclosery

&PARTNERS: IVW position timeline

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

&PARTNERS held 401,071 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 401,071 shares
    Change vs previous 13F -35,471 shares

    0.23% of the 13F portfolio, value $55,319,597.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 436,542 shares
    Change vs previous 13F +4,706 shares

    0.24% of the 13F portfolio, value $49,333,846.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 431,836 shares
    Change vs previous 13F +30,981 shares

    0.28% of the 13F portfolio, value $53,270,859.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 400,855 shares
    Change vs previous 13F +54,282 shares

    0.31% of the 13F portfolio, value $48,358,013.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 346,573 shares
    Change vs previous 13F +132,045 shares

    0.29% of the 13F portfolio, value $38,156,509.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 214,528 shares
    Change vs previous 13F -13,104 shares

    0.21% of the 13F portfolio, value $19,841,520.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 227,632 shares
    Change vs previous 13F +45,259 shares

    0.28% of the 13F portfolio, value $23,493,877.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 182,373 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $17,576,460.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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