Skip to content
Disclosery

Peninsula Wealth, LLC: IVW position timeline

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

Peninsula Wealth, LLC held 649,125 IVW shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 649,125 shares
    Change vs previous 13F +24,405 shares

    11.23% of the 13F portfolio, value $65,905,675.

    13F-HR 0001085146-25-001267 filed by Peninsula 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 ended2024-09-30
    13F 624,720 shares
    Change vs previous 13F +30,420 shares

    10.57% of the 13F portfolio, value $60,510,351.

    13F-HR 0001085146-24-005724 filed by Peninsula 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 ended2024-06-30
    13F 594,300 shares
    Change vs previous 13F +198,857 shares

    10.64% of the 13F portfolio, value $56,910,194.

    13F-HR 0001085146-24-003746 filed by Peninsula 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 ended2024-03-31
    13F/A 395,443 shares
    Change vs previous 13F +162,664 shares

    6.66% of the 13F portfolio, value $33,391,185.

    13F-HR/A 0001085146-24-002680 filed by Peninsula 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 ended2023-12-31
    13F 232,779 shares
    Change vs previous 13F +131,709 shares

    3.61% of the 13F portfolio, value $17,481,681.

    13F-HR 0001085146-24-001393 filed by Peninsula 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 ended2023-09-30
    13F 101,070 shares
    Change vs previous 13F +20,863 shares

    1.6% of the 13F portfolio, value $6,848,502.

    13F-HR 0001085146-23-004267 filed by Peninsula 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 ended2023-06-30
    13F 80,207 shares
    Change vs previous 13F +109 shares

    1.48% of the 13F portfolio, value $5,653,010.

    13F-HR 0001085146-23-003449 filed by Peninsula 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 ended2023-03-31
    13F 80,098 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $5,117,452.

    13F-HR 0001085146-23-002274 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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