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Disclosery

PSI Advisors, LLC: IVW position timeline

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

PSI Advisors, LLC held 4,662 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,662 shares
    Change vs previous 13F +488 shares

    0.15% of the 13F portfolio, value $641,165.

    13F-HR 0001779040-26-000004 filed by PSI Advisors, 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 4,174 shares
    Change vs previous 13F +1,813 shares

    0.11% of the 13F portfolio, value $472,122.

    13F-HR 0001779040-26-000002 filed by PSI 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 ended2025-12-31
    13F 2,361 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $291,018.

    13F-HR 0001779040-26-000001 filed by PSI 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 ended2025-09-30
    13F 2,361 shares
    Change vs previous 13F -264 shares

    0.07% of the 13F portfolio, value $285,020.

    13F-HR 0001779040-25-000007 filed by PSI 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 ended2025-06-30
    13F 2,625 shares
    Change vs previous 13F -708 shares

    0.14% of the 13F portfolio, value $289,013.

    13F-HR 0001779040-25-000005 filed by PSI 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 ended2025-03-31
    13F 3,333 shares
    Change vs previous 13F +51 shares

    0.1% of the 13F portfolio, value $309,403.

    13F-HR 0001779040-25-000003 filed by PSI 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 ended2024-12-31
    13F 3,282 shares
    Change vs previous 13F +570 shares

    0.1% of the 13F portfolio, value $333,228.

    13F-HR 0001779040-25-000001 filed by PSI Advisors, 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 2,712 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $259,675.

    13F-HR 0001779040-24-000007 filed by PSI Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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