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Disclosery

PFG Investments, LLC: IVW position timeline

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

PFG Investments, LLC held 14,726 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,726 shares
    Change vs previous 13F +896 shares

    0.08% of the 13F portfolio, value $2,025,235.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 13,830 shares
    Change vs previous 13F +4,101 shares

    0.07% of the 13F portfolio, value $1,564,350.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 9,729 shares
    Change vs previous 13F +191 shares

    0.06% of the 13F portfolio, value $1,199,136.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 9,538 shares
    Change vs previous 13F +2,932 shares

    0.06% of the 13F portfolio, value $1,151,394.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 6,606 shares
    Change vs previous 13F -599 shares

    0.04% of the 13F portfolio, value $727,316.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 7,205 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $668,839.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 7,199 shares
    Change vs previous 13F +71 shares

    0.05% of the 13F portfolio, value $730,916.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 7,128 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $682,518.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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