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Rehmann Capital Advisory Group: IVW position timeline

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

Rehmann Capital Advisory Group held 1,303,025 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,303,025 shares
    Change vs previous 13F +138,126 shares

    8.21% of the 13F portfolio, value $179,280,882.

    13F-HR 0001633037-26-000003 filed by Rehmann Capital Advisory Group
    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 1,164,899 shares
    Change vs previous 13F +50,583 shares

    6.86% of the 13F portfolio, value $131,742,234.

    13F-HR 0001633037-26-000002 filed by Rehmann Capital Advisory Group
    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 1,114,316 shares
    Change vs previous 13F -6,667 shares

    7.19% of the 13F portfolio, value $138,045,240.

    13F-HR 0001633037-26-000001 filed by Rehmann Capital Advisory Group
    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 1,120,983 shares
    Change vs previous 13F -50,087 shares

    7.41% of the 13F portfolio, value $135,370,706.

    13F-HR 0001633037-25-000005 filed by Rehmann Capital Advisory Group
    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 1,171,070 shares
    Change vs previous 13F +88,609 shares

    7.81% of the 13F portfolio, value $128,934,882.

    13F-HR 0001633037-25-000004 filed by Rehmann Capital Advisory Group
    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 1,082,461 shares
    Change vs previous 13F +5,005 shares

    6.33% of the 13F portfolio, value $100,484,876.

    13F-HR 0001633037-25-000003 filed by Rehmann Capital Advisory Group
    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 1,077,456 shares
    Change vs previous 13F +21,152 shares

    6.93% of the 13F portfolio, value $109,389,159.

    13F-HR 0001633037-25-000001 filed by Rehmann Capital Advisory Group
    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 1,056,304 shares
    Change vs previous 13F not available

    6.61% of the 13F portfolio, value $101,155,584.

    13F-HR 0001633037-24-000005 filed by Rehmann Capital Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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