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Disclosery

RCS Financial Planning, LLC: IVW position timeline

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

RCS Financial Planning, LLC held 8,837 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,837 shares
    Change vs previous 13F -262 shares

    0.58% of the 13F portfolio, value $1,215,353.

    13F-HR 0001963347-26-000003 filed by RCS Financial Planning, 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 9,099 shares
    Change vs previous 13F -26,823 shares

    0.53% of the 13F portfolio, value $1,029,188.

    13F-HR 0001963347-26-000002 filed by RCS Financial Planning, 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 35,922 shares
    Change vs previous 13F +1,800 shares

    1.91% of the 13F portfolio, value $4,427,714.

    13F-HR 0001963347-26-000001 filed by RCS Financial Planning, 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 34,122 shares
    Change vs previous 13F +1,266 shares

    1.82% of the 13F portfolio, value $4,119,218.

    13F-HR 0001963347-25-000003 filed by RCS Financial Planning, 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 32,856 shares
    Change vs previous 13F -258 shares

    1.8% of the 13F portfolio, value $3,617,460.

    13F-HR 0001085146-25-004205 filed by RCS Financial Planning, 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 33,114 shares
    Change vs previous 13F +1,414 shares

    1.62% of the 13F portfolio, value $3,073,994.

    13F-HR 0001085146-25-002334 filed by RCS Financial Planning, 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 31,700 shares
    Change vs previous 13F +614 shares

    1.71% of the 13F portfolio, value $3,218,529.

    13F-HR 0001085146-25-000421 filed by RCS Financial Planning, 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 31,086 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $2,976,484.

    13F-HR 0001085146-24-005060 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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