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Disclosery

Rinkey Investments: IVW position timeline

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

Rinkey Investments held 6,022 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,022 shares
    Change vs previous 13F +98 shares

    0.19% of the 13F portfolio, value $828,206.

    13F-HR 0001172661-26-002676 filed by Rinkey Investments
    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 5,924 shares
    Change vs previous 13F -10 shares

    0.17% of the 13F portfolio, value $670,064.

    13F-HR 0001172661-26-001645 filed by Rinkey Investments
    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 5,934 shares
    Change vs previous 13F -297 shares

    0.19% of the 13F portfolio, value $731,425.

    13F-HR 0001172661-26-000467 filed by Rinkey Investments
    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 6,231 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $752,206.

    13F-HR 0001172661-25-004914 filed by Rinkey Investments
    Filed (acceptance time not in the bulk data set), ingested

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