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Raab & Moskowitz Asset Management LLC: IVW position timeline

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

Raab & Moskowitz Asset Management LLC held 4,588 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,588 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $630,936.

    13F-HR 0001172661-26-002860 filed by Raab & Moskowitz Asset 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 4,588 shares
    Change vs previous 13F -202 shares

    0.12% of the 13F portfolio, value $518,906.

    13F-HR 0001172661-26-002433 filed by Raab & Moskowitz Asset 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 4,790 shares
    Change vs previous 13F -215 shares

    0.13% of the 13F portfolio, value $590,369.

    13F-HR 0001172661-26-000221 filed by Raab & Moskowitz Asset 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 5,005 shares
    Change vs previous 13F +1,096 shares

    0.14% of the 13F portfolio, value $604,158.

    13F-HR 0001172661-25-005201 filed by Raab & Moskowitz Asset 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 3,909 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $430,340.

    13F-HR 0001172661-25-003142 filed by Raab & Moskowitz Asset 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 3,909 shares
    Change vs previous 13F -843 shares

    0.09% of the 13F portfolio, value $362,838.

    13F-HR 0001172661-25-001920 filed by Raab & Moskowitz Asset 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 4,752 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $482,432.

    13F-HR 0001172661-25-000410 filed by Raab & Moskowitz Asset 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 4,752 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $454,968.

    13F-HR 0001172661-24-005340 filed by Raab & Moskowitz Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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