Skip to content
Disclosery

Rodgers & Associates, LTD: IVW position timeline

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

Rodgers & Associates, LTD held 139,031 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,031 shares
    Change vs previous 13F -4,712 shares

    1.74% of the 13F portfolio, value $19,120,931.

    13F-HR 0001172661-26-002709 filed by Rodgers & Associates, LTD
    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 143,743 shares
    Change vs previous 13F -3,326 shares

    1.66% of the 13F portfolio, value $16,258,716.

    13F-HR 0001172661-26-001592 filed by Rodgers & Associates, LTD
    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 147,069 shares
    Change vs previous 13F -3,249 shares

    1.84% of the 13F portfolio, value $18,127,735.

    13F-HR 0001172661-26-000265 filed by Rodgers & Associates, LTD
    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 150,318 shares
    Change vs previous 13F -1,428 shares

    1.87% of the 13F portfolio, value $18,146,333.

    13F-HR 0001172661-25-004586 filed by Rodgers & Associates, LTD
    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 151,746 shares
    Change vs previous 13F -12,649 shares

    1.84% of the 13F portfolio, value $16,707,231.

    13F-HR 0001172661-25-002755 filed by Rodgers & Associates, LTD
    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 164,395 shares
    Change vs previous 13F -5,154 shares

    1.86% of the 13F portfolio, value $15,260,825.

    13F-HR 0001172661-25-001534 filed by Rodgers & Associates, LTD
    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 169,549 shares
    Change vs previous 13F -8,929 shares

    2.05% of the 13F portfolio, value $17,214,293.

    13F-HR 0001172661-25-000271 filed by Rodgers & Associates, LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 178,478 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $17,089,286.

    13F-HR 0001172661-24-004313 filed by Rodgers & Associates, LTD
    Filed (acceptance time not in the bulk data set), ingested

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