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PETRA FINANCIAL ADVISORS INC: IVW position timeline

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

PETRA FINANCIAL ADVISORS INC held 3,383 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,383 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $465,278.

    13F-HR 0001951757-26-001058 filed by PETRA FINANCIAL ADVISORS INC
    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 3,383 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $382,640.

    13F-HR 0001951757-26-000849 filed by PETRA FINANCIAL ADVISORS INC
    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 3,383 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $416,954.

    13F-HR 0001951757-26-000261 filed by PETRA FINANCIAL ADVISORS INC
    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 3,382 shares
    Change vs previous 13F -54 shares

    0.24% of the 13F portfolio, value $408,334.

    13F-HR 0001951757-25-001306 filed by PETRA FINANCIAL ADVISORS INC
    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 3,436 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $378,330.

    13F-HR 0001951757-25-001011 filed by PETRA FINANCIAL ADVISORS INC
    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 3,436 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $318,964.

    13F-HR 0001951757-25-000394 filed by PETRA FINANCIAL ADVISORS INC
    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 3,436 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $348,857.

    13F-HR 0001951757-25-000228 filed by PETRA FINANCIAL ADVISORS INC
    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 3,436 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $328,997.

    13F-HR 0001951757-24-001128 filed by PETRA FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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