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Disclosery

RTD Financial Advisors, Inc.: IVW position timeline

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

RTD Financial Advisors, Inc. held 33,683 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 33,683 shares
    Change vs previous 13F -44 shares

    0.52% of the 13F portfolio, value $4,791,744.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 33,727 shares
    Change vs previous 13F -237 shares

    0.51% of the 13F portfolio, value $4,638,475.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    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 33,964 shares
    Change vs previous 13F -3,581 shares

    0.47% of the 13F portfolio, value $3,841,669.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 37,545 shares
    Change vs previous 13F -4,651 shares

    0.56% of the 13F portfolio, value $4,627,797.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 42,196 shares
    Change vs previous 13F -622 shares

    0.61% of the 13F portfolio, value $5,093,902.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 42,818 shares
    Change vs previous 13F +5,056 shares

    0.6% of the 13F portfolio, value $4,714,262.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 37,762 shares
    Change vs previous 13F -2,706 shares

    0.47% of the 13F portfolio, value $3,505,447.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 40,468 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,108,717.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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