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Platte River Wealth Advisors, LLC: IVW position timeline

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

Platte River Wealth Advisors, LLC held 551,761 IVW shares at 2024-09-30 per its 13F-HR filed 2024-10-07.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 551,761 shares
    Change vs previous 13F +21,750 shares

    14.18% of the 13F portfolio, value $52,831,101.

    13F-HR 0001802013-24-000006 filed by Platte River Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 530,011 shares
    Change vs previous 13F +34,477 shares

    13.76% of the 13F portfolio, value $49,047,247.

    13F-HR 0001802013-24-000004 filed by Platte River Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 495,534 shares
    Change vs previous 13F +104,601 shares

    11.92% of the 13F portfolio, value $41,842,893.

    13F-HR 0001802013-24-000003 filed by Platte River Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 390,933 shares
    Change vs previous 13F +32,673 shares

    9.72% of the 13F portfolio, value $29,359,069.

    13F-HR 0001802013-24-000001 filed by Platte River Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 358,260 shares
    Change vs previous 13F +4,486 shares

    8.97% of the 13F portfolio, value $24,512,162.

    13F-HR 0001802013-23-000005 filed by Platte River Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 353,774 shares
    Change vs previous 13F +10,554 shares

    8.74% of the 13F portfolio, value $24,934,004.

    13F-HR 0001802013-23-000004 filed by Platte River Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 343,220 shares
    Change vs previous 13F -1,037 shares

    8.41% of the 13F portfolio, value $21,928,345.

    13F-HR 0001802013-23-000002 filed by Platte River Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 344,257 shares
    Change vs previous 13F not available

    8.51% of the 13F portfolio, value $20,139,038.

    13F-HR 0001802013-23-000001 filed by Platte River Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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