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Register Financial Advisors LLC: IVW position timeline

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

Register Financial Advisors LLC held 1,023 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,023 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $140,693.

    13F-HR 0001398344-26-012152 filed by Register Financial Advisors 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 1,023 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $115,712.

    13F-HR 0001398344-26-006554 filed by Register Financial Advisors 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 1,023 shares
    Change vs previous 13F -8 shares

    0.05% of the 13F portfolio, value $126,095.

    13F-HR 0001398344-26-000936 filed by Register Financial Advisors 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 1,031 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $124,462.

    13F-HR 0001398344-25-020010 filed by Register Financial Advisors 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 1,031 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $113,513.

    13F-HR 0001398344-25-013182 filed by Register Financial Advisors 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 1,031 shares
    Change vs previous 13F -387 shares

    0.05% of the 13F portfolio, value $95,708.

    13F-HR 0001398344-25-007432 filed by Register Financial Advisors 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 1,418 shares
    Change vs previous 13F +1,365 shares

    0.07% of the 13F portfolio, value $143,970.

    13F-HR 0001398344-25-000892 filed by Register Financial Advisors 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 53 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,075.

    13F-HR 0001398344-24-018875 filed by Register Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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