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Quantitative Strategies, Inc.: IVW position timeline

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

Quantitative Strategies, Inc. held 371,664 IVW shares at 2024-12-31 per its 13F-HR filed 2025-02-07.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 371,664 shares
    Change vs previous 13F -6,167 shares

    20.18% of the 13F portfolio, value $37,735,026.

    13F-HR 0001810224-25-000001 filed by Quantitative Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 377,831 shares
    Change vs previous 13F -5,650 shares

    19.18% of the 13F portfolio, value $36,177,309.

    13F-HR 0001810224-24-000008 filed by Quantitative Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 383,481 shares
    Change vs previous 13F +15,675 shares

    20.26% of the 13F portfolio, value $35,487,303.

    13F-HR 0001810224-24-000005 filed by Quantitative Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 367,806 shares
    Change vs previous 13F -58,224 shares

    17.88% of the 13F portfolio, value $31,057,513.

    13F-HR 0001810224-24-000002 filed by Quantitative Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 426,030 shares
    Change vs previous 13F -5,822 shares

    19.4% of the 13F portfolio, value $31,994,877.

    13F-HR 0001810224-24-000001 filed by Quantitative Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 431,852 shares
    Change vs previous 13F +20,090 shares

    19.88% of the 13F portfolio, value $29,547,330.

    13F-HR 0001810224-23-000003 filed by Quantitative Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 411,762 shares
    Change vs previous 13F not available

    19.48% of the 13F portfolio, value $29,020,983.

    13F-HR 0001810224-23-000002 filed by Quantitative Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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