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Disclosery

Princeton Global Asset Management LLC: IVW position timeline

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

Princeton Global Asset Management LLC held 1,865 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,865 shares
    Change vs previous 13F -140 shares

    0.04% of the 13F portfolio, value $256,493.

    13F-HR 0001767349-26-000003 filed by Princeton Global Asset 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 2,005 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $226,786.

    13F-HR 0001767349-26-000002 filed by Princeton Global Asset 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 2,005 shares
    Change vs previous 13F +1,805 shares

    0.04% of the 13F portfolio, value $247,136.

    13F-HR 0001767349-26-000001 filed by Princeton Global Asset 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 200 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $24,144.

    13F-HR 0001767349-25-000007 filed by Princeton Global Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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