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Disclosery

Rossmore Private Capital: IVW position timeline

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

Rossmore Private Capital held 36,227 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,227 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $4,982,299.

    13F-HR 0001398344-26-013208 filed by Rossmore Private Capital
    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 36,227 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $4,097,636.

    13F-HR 0001398344-26-008115 filed by Rossmore Private Capital
    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 36,227 shares
    Change vs previous 13F +9,055 shares

    0.4% of the 13F portfolio, value $4,465,340.

    13F-HR 0001398344-26-002304 filed by Rossmore Private Capital
    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 27,172 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $3,280,204.

    13F-HR 0001398344-25-020058 filed by Rossmore Private Capital
    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 27,172 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $2,991,637.

    13F-HR 0001062993-25-013790 filed by Rossmore Private Capital
    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 27,172 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $2,522,377.

    13F-HR 0001062993-25-009136 filed by Rossmore Private Capital
    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 27,172 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $2,758,773.

    13F-HR 0001062993-25-002262 filed by Rossmore Private Capital
    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 27,172 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,601,719.

    13F-HR 0001062993-24-018306 filed by Rossmore Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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