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Portfolio Resources Advisor Group, Inc.: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Portfolio Resources Advisor Group, Inc. on IVW, newest first. How the timeline and the estimate are built.

Portfolio Resources Advisor Group, Inc. held 64,552 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,552 shares
    Change vs previous 13F -2,439 shares

    7.51% of the 13F portfolio, value $8,877,837.

    13F-HR 0001398344-26-012973 filed by Portfolio Resources Advisor Group, 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 66,991 shares
    Change vs previous 13F +1,015 shares

    7.53% of the 13F portfolio, value $7,577,352.

    13F-HR 0001398344-26-006538 filed by Portfolio Resources Advisor Group, 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 65,976 shares
    Change vs previous 13F not available

    8.13% of the 13F portfolio, value $8,132,202.

    13F-HR 0001398344-26-002982 filed by Portfolio Resources Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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