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Disclosery

Quest 10 Wealth Builders, Inc.: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Quest 10 Wealth Builders, Inc. on IVW, newest first. How the timeline and the estimate are built.

Quest 10 Wealth Builders, Inc. held 2,005 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,005 shares
    Change vs previous 13F -77 shares

    0.21% of the 13F portfolio, value $275,720.

    13F-HR 0001437749-26-024370 filed by Quest 10 Wealth Builders, 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 2,082 shares
    Change vs previous 13F -154 shares

    0.21% of the 13F portfolio, value $235,472.

    13F-HR 0001437749-26-015097 filed by Quest 10 Wealth Builders, 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 2,236 shares
    Change vs previous 13F +118 shares

    0.25% of the 13F portfolio, value $275,585.

    13F-HR 0001437749-26-002391 filed by Quest 10 Wealth Builders, 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 2,118 shares
    Change vs previous 13F +50 shares

    0.24% of the 13F portfolio, value $255,661.

    13F-HR 0001437749-25-031338 filed by Quest 10 Wealth Builders, 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 2,068 shares
    Change vs previous 13F -37 shares

    0.22% of the 13F portfolio, value $227,665.

    13F-HR 0001437749-25-031337 filed by Quest 10 Wealth Builders, 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 2,105 shares
    Change vs previous 13F +125 shares

    0.21% of the 13F portfolio, value $195,389.

    13F-HR 0001437749-25-013988 filed by Quest 10 Wealth Builders, 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 1,980 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $201,009.

    13F-HR 0001437749-25-003741 filed by Quest 10 Wealth Builders, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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