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Priebe Wealth Holdings LLC: IVW position timeline

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

Priebe Wealth Holdings LLC held 6,088 IVW shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 6,088 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $670,289.

    13F-HR 0002009646-25-000004 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 6,088 shares
    Change vs previous 13F -680 shares

    0.35% of the 13F portfolio, value $565,149.

    13F-HR 0002009646-25-000003 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 6,768 shares
    Change vs previous 13F -184 shares

    0.47% of the 13F portfolio, value $687,155.

    13F-HR 0002009646-25-000001 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 6,952 shares
    Change vs previous 13F -587 shares

    0.48% of the 13F portfolio, value $665,654.

    13F-HR 0002009646-24-000005 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 7,539 shares
    Change vs previous 13F -51 shares

    0.55% of the 13F portfolio, value $697,659.

    13F-HR 0002009646-24-000003 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 7,590 shares
    Change vs previous 13F -285 shares

    0.5% of the 13F portfolio, value $640,900.

    13F-HR 0002009646-24-000002 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 7,875 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $591,413.

    13F-HR 0002009646-24-000001 filed by Priebe Wealth Holdings LLC
    Filed (acceptance time not in the bulk data set), ingested

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