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RIK SAYLOR FINANCIAL, INC.: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RIK SAYLOR FINANCIAL, INC. on IVW, newest first. How the timeline and the estimate are built.

RIK SAYLOR FINANCIAL, INC. held 53,005 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,005 shares
    Change vs previous 13F -478 shares

    4.83% of the 13F portfolio, value $7,289,735.

    13F-HR 0001986152-26-000102 filed by RIK SAYLOR FINANCIAL, INC.
    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 53,483 shares
    Change vs previous 13F +156 shares

    4.59% of the 13F portfolio, value $6,049,459.

    13F-HR 0001986152-26-000078 filed by RIK SAYLOR FINANCIAL, INC.
    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 53,327 shares
    Change vs previous 13F +402 shares

    4.82% of the 13F portfolio, value $6,573,056.

    13F-HR 0001986152-26-000030 filed by RIK SAYLOR FINANCIAL, INC.
    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 52,925 shares
    Change vs previous 13F -30 shares

    4.67% of the 13F portfolio, value $6,389,150.

    13F-HR 0001986152-25-000098 filed by RIK SAYLOR FINANCIAL, INC.
    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 52,955 shares
    Change vs previous 13F +10 shares

    4.49% of the 13F portfolio, value $5,830,330.

    13F-HR 0001986152-25-000052 filed by RIK SAYLOR FINANCIAL, INC.
    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 52,945 shares
    Change vs previous 13F -47 shares

    4.33% of the 13F portfolio, value $4,914,926.

    13F-HR 0001986152-25-000038 filed by RIK SAYLOR FINANCIAL, INC.
    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 52,992 shares
    Change vs previous 13F not available

    4.98% of the 13F portfolio, value $5,380,253.

    13F-HR 0001986152-25-000009 filed by RIK SAYLOR FINANCIAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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