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Private Advisor Group, LLC: IVW position timeline

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

Private Advisor Group, LLC held 497,075 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 497,075 shares
    Change vs previous 13F -191,206 shares

    0.31% of the 13F portfolio, value $68,362,739.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 688,281 shares
    Change vs previous 13F +1,487 shares

    0.37% of the 13F portfolio, value $77,851,536.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 686,794 shares
    Change vs previous 13F +13,990 shares

    0.4% of the 13F portfolio, value $84,654,237.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 672,804 shares
    Change vs previous 13F -18,852 shares

    0.4% of the 13F portfolio, value $81,220,889.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 691,656 shares
    Change vs previous 13F +27,404 shares

    0.41% of the 13F portfolio, value $76,151,446.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 664,252 shares
    Change vs previous 13F +79,738 shares

    0.37% of the 13F portfolio, value $61,662,562.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 584,514 shares
    Change vs previous 13F +3,687 shares

    0.33% of the 13F portfolio, value $59,345,791.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 580,827 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $55,614,311.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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