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Disclosery

PKS Advisory Services, LLC: IVW position timeline

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

PKS Advisory Services, LLC held 83,860 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,860 shares
    Change vs previous 13F +9,424 shares

    1.84% of the 13F portfolio, value $11,533,623.

    13F-HR 0001605401-26-000003 filed by PKS Advisory Services, 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 74,436 shares
    Change vs previous 13F +3,042 shares

    1.96% of the 13F portfolio, value $8,422,003.

    13F-HR 0001605401-26-000002 filed by PKS Advisory Services, 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 71,394 shares
    Change vs previous 13F -2,813 shares

    2.01% of the 13F portfolio, value $8,800,080.

    13F-HR 0001605401-26-000001 filed by PKS Advisory Services, 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 74,207 shares
    Change vs previous 13F +3,499 shares

    1.87% of the 13F portfolio, value $8,958,222.

    13F-HR 0001605401-25-000005 filed by PKS Advisory Services, 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 70,708 shares
    Change vs previous 13F -264 shares

    1.98% of the 13F portfolio, value $7,785,002.

    13F-HR 0001221073-25-000075 filed by PKS Advisory Services, 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 70,972 shares
    Change vs previous 13F -924 shares

    1.8% of the 13F portfolio, value $6,572,380.

    13F-HR 0001221073-25-000056 filed by PKS Advisory Services, 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 71,896 shares
    Change vs previous 13F not available

    10.59% of the 13F portfolio, value $42,324,199.

    13F-HR 0001221073-25-000032 filed by PKS Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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