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Resolute Wealth Strategies, LLC: IVW position timeline

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

Resolute Wealth Strategies, LLC held 45,624 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,624 shares
    Change vs previous 13F +766 shares

    2.43% of the 13F portfolio, value $6,274,681.

    13F-HR 0001765380-26-000362 filed by Resolute Wealth Strategies, 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 44,858 shares
    Change vs previous 13F -230 shares

    2.19% of the 13F portfolio, value $5,073,840.

    13F-HR 0001765380-26-000188 filed by Resolute Wealth Strategies, 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 45,088 shares
    Change vs previous 13F +18 shares

    2.44% of the 13F portfolio, value $5,557,587.

    13F-HR 0001765380-26-000078 filed by Resolute Wealth Strategies, 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 45,070 shares
    Change vs previous 13F -260 shares

    2.49% of the 13F portfolio, value $5,440,890.

    13F-HR 0001765380-25-000488 filed by Resolute Wealth Strategies, 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 45,330 shares
    Change vs previous 13F -77 shares

    2.67% of the 13F portfolio, value $4,990,883.

    13F-HR 0001765380-25-000364 filed by Resolute Wealth Strategies, 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 45,407 shares
    Change vs previous 13F -39,228 shares

    2.35% of the 13F portfolio, value $4,215,145.

    13F-HR 0001765380-25-000179 filed by Resolute Wealth Strategies, 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 84,635 shares
    Change vs previous 13F -1,492 shares

    4.42% of the 13F portfolio, value $8,592,998.

    13F-HR 0001765380-25-000051 filed by Resolute Wealth Strategies, 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 86,127 shares
    Change vs previous 13F not available

    4.28% of the 13F portfolio, value $8,246,695.

    13F-HR 0001765380-24-000444 filed by Resolute Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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