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Disclosery

RFG Advisory, LLC: IVW position timeline

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

RFG Advisory, LLC held 19,351 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 19,351 shares
    Change vs previous 13F +3,990 shares

    0.04% of the 13F portfolio, value $2,661,331.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 15,361 shares
    Change vs previous 13F +5,788 shares

    0.03% of the 13F portfolio, value $1,737,446.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 9,573 shares
    Change vs previous 13F -486 shares

    0.02% of the 13F portfolio, value $1,179,989.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 10,059 shares
    Change vs previous 13F -28 shares

    0.03% of the 13F portfolio, value $1,214,327.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 10,087 shares
    Change vs previous 13F -15,576 shares

    0.03% of the 13F portfolio, value $1,110,609.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 25,663 shares
    Change vs previous 13F -32,937 shares

    0.06% of the 13F portfolio, value $2,382,293.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 58,600 shares
    Change vs previous 13F -2,946 shares

    0.17% of the 13F portfolio, value $5,949,656.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 61,546 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,893,051.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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