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Disclosery

Richmond Investment Services, LLC: IVW position timeline

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

Richmond Investment Services, LLC held 2,881 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,881 shares
    Change vs previous 13F -15,655 shares

    0.13% of the 13F portfolio, value $396,196.

    13F-HR 0002085853-26-000873 filed by Richmond Investment Services, 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 18,536 shares
    Change vs previous 13F +2,166 shares

    0.34% of the 13F portfolio, value $2,096,560.

    13F-HR 0002085853-26-000531 filed by Richmond Investment Services, 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 16,370 shares
    Change vs previous 13F +974 shares

    0.35% of the 13F portfolio, value $2,017,724.

    13F-HR 0002085853-26-000262 filed by Richmond Investment Services, 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 15,396 shares
    Change vs previous 13F +1,952 shares

    0.35% of the 13F portfolio, value $1,858,475.

    13F-HR 0002085853-25-000267 filed by Richmond Investment Services, 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 13,444 shares
    Change vs previous 13F +11,108 shares

    0.31% of the 13F portfolio, value $1,480,098.

    13F-HR 0001667731-25-001095 filed by Richmond Investment Services, 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 2,336 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $216,849.

    13F-HR 0001667731-25-000637 filed by Richmond Investment Services, 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 2,335 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $237,108.

    13F-HR 0001667731-25-000282 filed by Richmond Investment Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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