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Disclosery

Roan Capital Partners: IVW position timeline

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

Roan Capital Partners held 2,973 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,973 shares
    Change vs previous 13F -41 shares

    0.31% of the 13F portfolio, value $422,940.

    13F-HR 0002085853-26-001135 filed by Roan Capital Partners
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,014 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $414,516.

    13F-HR 0002085853-26-000658 filed by Roan Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,014 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $340,913.

    13F-HR 0002085853-26-000381 filed by Roan Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

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