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Disclosery

RMG Wealth Management LLC: IVW position timeline

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

RMG Wealth Management LLC held 6,275 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,275 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $887,850.

    13F-HR 0001214659-26-010074 filed by RMG Wealth Management 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 6,275 shares
    Change vs previous 13F +6,275 shares

    0.1% of the 13F portfolio, value $854,843.

    13F-HR 0001214659-26-006124 filed by RMG Wealth Management 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 0 shares
    Change vs previous 13F -3,365 shares

    13F-HR 0001214659-26-000932 filed by RMG Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 3,365 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $405,415.

    13F-HR 0001214659-25-015612 filed by RMG Wealth Management 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 3,365 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $378,086.

    13F-HR 0001214659-25-010807 filed by RMG Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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