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Disclosery

Sageworth Trust Co: IVW position timeline

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

Sageworth Trust Co held 13,000 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,000 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,787,890.

    13F-HR 0001482688-26-000007 filed by Sageworth Trust Co
    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 13,000 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,470,430.

    13F-HR 0001482688-26-000005 filed by Sageworth Trust Co
    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 13,000 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,602,380.

    13F-HR 0001482688-26-000003 filed by Sageworth Trust Co
    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 13,000 shares
    Change vs previous 13F +5,236 shares

    0.07% of the 13F portfolio, value $1,569,360.

    13F-HR 0001482688-25-000011 filed by Sageworth Trust Co
    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 7,764 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $854,816.

    13F-HR 0001482688-25-000008 filed by Sageworth Trust Co
    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 7,764 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $720,732.

    13F-HR 0001482688-25-000006 filed by Sageworth Trust Co
    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 7,764 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $788,279.

    13F-HR 0001482688-25-000003 filed by Sageworth Trust Co
    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 7,764 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $743,403.

    13F-HR 0001482688-24-000009 filed by Sageworth Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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