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Patton Albertson Miller Group, LLC: IVW position timeline

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

Patton Albertson Miller Group, LLC held 182,247 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 182,247 shares
    Change vs previous 13F +15,235 shares

    2.49% of the 13F portfolio, value $25,064,407.

    13F-HR 0001511037-26-000007 filed by Patton Albertson Miller Group, 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 167,012 shares
    Change vs previous 13F +5,437 shares

    2.24% of the 13F portfolio, value $18,890,692.

    13F-HR 0001511037-26-000004 filed by Patton Albertson Miller Group, 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 161,575 shares
    Change vs previous 13F +8,324 shares

    2.34% of the 13F portfolio, value $19,915,679.

    13F-HR 0001511037-26-000002 filed by Patton Albertson Miller Group, 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 153,251 shares
    Change vs previous 13F +9,303 shares

    2.23% of the 13F portfolio, value $18,500,506.

    13F-HR 0001511037-25-000005 filed by Patton Albertson Miller Group, 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 143,948 shares
    Change vs previous 13F +29,052 shares

    2.09% of the 13F portfolio, value $15,848,695.

    13F-HR 0001667731-25-000856 filed by Patton Albertson Miller Group, 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/A 114,896 shares
    Change vs previous 13F +8,945 shares

    1.58% of the 13F portfolio, value $10,665,796.

    13F-HR/A 0001667731-25-000670 filed by Patton Albertson Miller Group, 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 105,951 shares
    Change vs previous 13F +51,638 shares

    1.44% of the 13F portfolio, value $10,757,205.

    13F-HR 0001667731-25-000064 filed by Patton Albertson Miller Group, 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 54,313 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $5,200,470.

    13F-HR 0001667731-24-000695 filed by Patton Albertson Miller Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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