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Professional Financial Advisors, LLC: IVW position timeline

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

Professional Financial Advisors, LLC held 2,433 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,433 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $346,136.

    13F-HR 0001754960-26-000844 filed by Professional Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,433 shares
    Change vs previous 13F +53 shares

    0.06% of the 13F portfolio, value $334,619.

    13F-HR 0001754960-26-000450 filed by Professional Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,380 shares
    Change vs previous 13F -22 shares

    0.05% of the 13F portfolio, value $269,202.

    13F-HR 0001754960-26-000220 filed by Professional Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,402 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $296,071.

    13F-HR 0001754960-26-000073 filed by Professional Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,402 shares
    Change vs previous 13F +42 shares

    0.06% of the 13F portfolio, value $289,969.

    13F-HR 0001754960-25-000715 filed by Professional Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,360 shares
    Change vs previous 13F -70 shares

    0.06% of the 13F portfolio, value $259,836.

    13F-HR 0001754960-25-000340 filed by Professional Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,430 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $225,577.

    13F-HR 0001754960-25-000235 filed by Professional Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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