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Disclosery

Raleigh Capital Management Inc.: IVW position timeline

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

Raleigh Capital Management Inc. held 18,333 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,333 shares
    Change vs previous 13F -625 shares

    0.8% of the 13F portfolio, value $2,521,363.

    13F-HR 0001911726-26-000003 filed by Raleigh Capital Management 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 18,958 shares
    Change vs previous 13F +820 shares

    0.74% of the 13F portfolio, value $2,144,365.

    13F-HR 0001911726-26-000002 filed by Raleigh Capital Management 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 18,138 shares
    Change vs previous 13F +698 shares

    0.81% of the 13F portfolio, value $2,235,632.

    13F-HR 0001911726-26-000001 filed by Raleigh Capital Management 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 17,440 shares
    Change vs previous 13F -275 shares

    0.8% of the 13F portfolio, value $2,105,406.

    13F-HR 0001911726-25-000007 filed by Raleigh Capital Management 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 17,715 shares
    Change vs previous 13F -2,389 shares

    0.82% of the 13F portfolio, value $1,950,423.

    13F-HR 0001911726-25-000005 filed by Raleigh Capital Management 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 20,104 shares
    Change vs previous 13F -388 shares

    0.85% of the 13F portfolio, value $1,866,225.

    13F-HR 0001911726-25-000002 filed by Raleigh Capital Management 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 20,492 shares
    Change vs previous 13F -793 shares

    0.8% of the 13F portfolio, value $2,080,516.

    13F-HR 0001911726-25-000001 filed by Raleigh Capital Management Inc.
    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 21,285 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,037,991.

    13F-HR 0001911726-24-000005 filed by Raleigh Capital Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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