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Processus Wealth & Capital Management, LLC: IVW position timeline

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

Processus Wealth & Capital Management, LLC held 8,540 IVW shares at 2026-06-30 per its 13F-HR/A filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 8,540 shares
    Change vs previous 13F -54 shares

    0.7% of the 13F portfolio, value $1,174,506.

    13F-HR/A 0001214659-26-008578 filed by Processus Wealth & Capital 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 8,594 shares
    Change vs previous 13F +382 shares

    0.66% of the 13F portfolio, value $972,067.

    13F-HR 0001214659-26-005982 filed by Processus Wealth & Capital 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 8,212 shares
    Change vs previous 13F -143 shares

    0.67% of the 13F portfolio, value $1,012,211.

    13F-HR 0001214659-26-000243 filed by Processus Wealth & Capital 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 8,355 shares
    Change vs previous 13F -4,198 shares

    0.72% of the 13F portfolio, value $1,008,616.

    13F-HR 0001214659-25-015846 filed by Processus Wealth & Capital Management, 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 12,553 shares
    Change vs previous 13F -298 shares

    1.09% of the 13F portfolio, value $1,382,085.

    13F-HR 0001214659-25-010460 filed by Processus Wealth & Capital Management, 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 12,851 shares
    Change vs previous 13F +641 shares

    1.02% of the 13F portfolio, value $1,192,958.

    13F-HR 0001214659-25-006705 filed by Processus Wealth & Capital Management, 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 12,210 shares
    Change vs previous 13F +246 shares

    0.99% of the 13F portfolio, value $1,239,681.

    13F-HR 0001214659-25-001895 filed by Processus Wealth & Capital Management, 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 11,964 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,145,553.

    13F-HR 0001214659-24-018265 filed by Processus Wealth & Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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