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Private Advisory Group LLC: IVW position timeline

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

Private Advisory Group LLC held 35,041 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,041 shares
    Change vs previous 13F -416 shares

    0.27% of the 13F portfolio, value $4,819,140.

    13F-HR 0001632965-26-000005 filed by Private Advisory 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 35,457 shares
    Change vs previous 13F -645 shares

    0.28% of the 13F portfolio, value $4,010,501.

    13F-HR 0001632965-26-000003 filed by Private Advisory 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 36,102 shares
    Change vs previous 13F -1,585 shares

    0.35% of the 13F portfolio, value $4,449,888.

    13F-HR 0001632965-26-000002 filed by Private Advisory 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 37,687 shares
    Change vs previous 13F -957 shares

    0.4% of the 13F portfolio, value $4,549,531.

    13F-HR 0001632965-25-000009 filed by Private Advisory 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 38,644 shares
    Change vs previous 13F +342 shares

    0.4% of the 13F portfolio, value $4,254,665.

    13F-HR 0001632965-25-000008 filed by Private Advisory 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 38,302 shares
    Change vs previous 13F -2,627 shares

    0.41% of the 13F portfolio, value $3,555,541.

    13F-HR 0001632965-25-000005 filed by Private Advisory 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/A 40,929 shares
    Change vs previous 13F -65 shares

    0.47% of the 13F portfolio, value $4,155,485.

    13F-HR/A 0001632965-25-000004 filed by Private Advisory 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 40,994 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,925,141.

    13F-HR 0001632965-24-000012 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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