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Disclosery

Probity Advisors, Inc.: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Probity Advisors, Inc. on IVW, newest first. How the timeline and the estimate are built.

Probity Advisors, Inc. held 489,655 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 489,655 shares
    Change vs previous 13F -11,494 shares

    9.63% of the 13F portfolio, value $67,342,241.

    13F-HR 0001676603-26-000004 filed by Probity Advisors, Inc.
    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 501,149 shares
    Change vs previous 13F +14,790 shares

    8.98% of the 13F portfolio, value $56,684,992.

    13F-HR 0001676603-26-000002 filed by Probity Advisors, Inc.
    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 486,359 shares
    Change vs previous 13F -14,905 shares

    9.6% of the 13F portfolio, value $59,948,649.

    13F-HR 0001676603-26-000001 filed by Probity Advisors, Inc.
    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 501,264 shares
    Change vs previous 13F -5,297 shares

    9.81% of the 13F portfolio, value $60,512,610.

    13F-HR 0001676603-25-000002 filed by Probity Advisors, Inc.
    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 506,561 shares
    Change vs previous 13F +5,503 shares

    9.79% of the 13F portfolio, value $55,772,315.

    13F-HR 0001085146-25-004303 filed by Probity Advisors, Inc.
    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 501,058 shares
    Change vs previous 13F +1,348 shares

    8.93% of the 13F portfolio, value $46,513,246.

    13F-HR 0001085146-25-002876 filed by Probity Advisors, Inc.
    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 499,710 shares
    Change vs previous 13F -4,183 shares

    9.77% of the 13F portfolio, value $50,735,518.

    13F-HR 0001085146-25-001802 filed by Probity Advisors, Inc.
    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 503,893 shares
    Change vs previous 13F not available

    9.24% of the 13F portfolio, value $48,247,798.

    13F-HR 0001085146-24-004959 filed by Probity Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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