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Disclosery

Red Tortoise LLC: IVW position timeline

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

Red Tortoise LLC held 1,316 IVW shares at 2026-03-31 per its 13F-HR filed 2026-04-21.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,316 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $148,879.

    13F-HR 0001910488-26-000002 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,316 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $162,239.

    13F-HR 0001910488-26-000001 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,316 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $158,895.

    13F-HR 0001910488-25-000005 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,316 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $144,917.

    13F-HR 0001910488-25-000004 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,316 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $122,186.

    13F-HR 0001910488-25-000003 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,316 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $133,637.

    13F-HR 0001910488-25-000001 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,316 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $126,029.

    13F-HR 0001910488-24-000004 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 1,316 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $121,804.

    13F-HR 0001910488-24-000003 filed by Red Tortoise LLC
    Filed (acceptance time not in the bulk data set), ingested

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