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POWER WEALTH MANAGEMENT LLC: IVW position timeline

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

POWER WEALTH MANAGEMENT LLC held 23,138 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,138 shares
    Change vs previous 13F -2,003 shares

    1.09% of the 13F portfolio, value $3,182,169.

    13F-HR 0001398344-26-013305 filed by POWER WEALTH MANAGEMENT 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 25,141 shares
    Change vs previous 13F +1,703 shares

    1.06% of the 13F portfolio, value $2,843,699.

    13F-HR 0001398344-26-009136 filed by POWER WEALTH MANAGEMENT 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 23,438 shares
    Change vs previous 13F -812 shares

    1.02% of the 13F portfolio, value $2,888,968.

    13F-HR 0001398344-26-003201 filed by POWER WEALTH MANAGEMENT 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 24,250 shares
    Change vs previous 13F 0 shares

    1.07% of the 13F portfolio, value $2,927,460.

    13F-HR 0001398344-25-020696 filed by POWER WEALTH MANAGEMENT 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 24,250 shares
    Change vs previous 13F -1,038 shares

    1.03% of the 13F portfolio, value $2,669,925.

    13F-HR 0001398344-25-015001 filed by POWER WEALTH MANAGEMENT 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 25,288 shares
    Change vs previous 13F -3,576 shares

    0.95% of the 13F portfolio, value $2,347,485.

    13F-HR 0001398344-25-009311 filed by POWER WEALTH MANAGEMENT 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 28,864 shares
    Change vs previous 13F -591 shares

    1.22% of the 13F portfolio, value $2,930,562.

    13F-HR 0001398344-25-002709 filed by POWER WEALTH MANAGEMENT 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 29,455 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $2,820,316.

    13F-HR 0001398344-24-020452 filed by POWER WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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