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Disclosery

Royal Fund Management, LLC: IVW position timeline

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

Royal Fund Management, LLC held 146,678 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,678 shares
    Change vs previous 13F +3,233 shares

    1.68% of the 13F portfolio, value $20,172,758.

    13F-HR 0001172661-26-002681 filed by Royal Fund 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 143,445 shares
    Change vs previous 13F +460 shares

    1.56% of the 13F portfolio, value $16,229,088.

    13F-HR 0001172661-26-002431 filed by Royal Fund 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 142,985 shares
    Change vs previous 13F +61,906 shares

    1.62% of the 13F portfolio, value $17,627,592.

    13F-HR 0001172661-26-000197 filed by Royal Fund Management, LLC
    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 81,079 shares
    Change vs previous 13F -82,020 shares

    1.18% of the 13F portfolio, value $9,789,752.

    13F-HR 0001172661-25-004479 filed by Royal Fund 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 163,099 shares
    Change vs previous 13F +150,838 shares

    1.92% of the 13F portfolio, value $17,958,644.

    13F-HR 0001172661-25-003168 filed by Royal Fund Management, LLC
    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 12,261 shares
    Change vs previous 13F +2,777 shares

    0.14% of the 13F portfolio, value $1,139,836.

    13F-HR 0001172661-25-001875 filed by Royal Fund Management, LLC
    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 9,484 shares
    Change vs previous 13F -5,126 shares

    0.1% of the 13F portfolio, value $964,027.

    13F-HR 0001172661-25-000229 filed by Royal Fund Management, LLC
    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 14,610 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,400,607.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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