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Per Stirling Capital Management, LLC.: IVW position timeline

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

Per Stirling Capital Management, LLC. held 210,459 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 210,459 shares
    Change vs previous 13F -1,841 shares

    2.76% of the 13F portfolio, value $28,944,370.

    13F-HR 0001689933-26-000005 filed by Per Stirling Capital Management, 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 212,300 shares
    Change vs previous 13F -373 shares

    2.65% of the 13F portfolio, value $24,013,286.

    13F-HR 0001689933-26-000003 filed by Per Stirling Capital Management, 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 212,673 shares
    Change vs previous 13F -1,787 shares

    2.94% of the 13F portfolio, value $26,214,062.

    13F-HR 0001689933-26-000001 filed by Per Stirling Capital Management, 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 214,460 shares
    Change vs previous 13F -11,162 shares

    3.1% of the 13F portfolio, value $25,889,582.

    13F-HR 0001689933-25-000006 filed by Per Stirling Capital Management, 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 225,622 shares
    Change vs previous 13F -2,757 shares

    3.24% of the 13F portfolio, value $24,840,993.

    13F-HR 0001689933-25-000004 filed by Per Stirling Capital Management, 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 228,379 shares
    Change vs previous 13F -103,612 shares

    3.05% of the 13F portfolio, value $21,200,422.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, 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 331,991 shares
    Change vs previous 13F +97,307 shares

    4.78% of the 13F portfolio, value $33,707,031.

    13F-HR 0001689933-25-000002 filed by Per Stirling Capital Management, 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 234,684 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $22,470,973.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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