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Disclosery

Rossby Financial, LCC: IVW position timeline

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

Rossby Financial, LCC held 7,159 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,159 shares
    Change vs previous 13F -788 shares

    0.18% of the 13F portfolio, value $984,577.

    13F-HR 0002056510-26-000003 filed by Rossby Financial, LCC
    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 7,947 shares
    Change vs previous 13F +667 shares

    0.19% of the 13F portfolio, value $910,807.

    13F-HR 0002056510-26-000002 filed by Rossby Financial, LCC
    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 7,280 shares
    Change vs previous 13F +330 shares

    0.28% of the 13F portfolio, value $897,333.

    13F-HR 0002056510-26-000001 filed by Rossby Financial, LCC
    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 6,950 shares
    Change vs previous 13F +148 shares

    0.28% of the 13F portfolio, value $842,549.

    13F-HR 0002056510-25-000005 filed by Rossby Financial, LCC
    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 6,802 shares
    Change vs previous 13F +71 shares

    0.28% of the 13F portfolio, value $748,900.

    13F-HR 0002056510-25-000003 filed by Rossby Financial, LCC
    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 6,731 shares
    Change vs previous 13F +434 shares

    0.27% of the 13F portfolio, value $633,454.

    13F-HR 0002056510-25-000002 filed by Rossby Financial, LCC
    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 6,297 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $639,334.

    13F-HR 0002056510-25-000001 filed by Rossby Financial, LCC
    Filed (acceptance time not in the bulk data set), ingested

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