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Disclosery

SAM Advisors, LLC: IVW position timeline

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

SAM Advisors, LLC held 2,567 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,567 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $353,040.

    13F-HR 0001600944-26-000005 filed by SAM Advisors, 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 2,567 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $290,354.

    13F-HR 0001600944-26-000002 filed by SAM Advisors, 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 2,567 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $316,409.

    13F-HR 0001600944-26-000001 filed by SAM Advisors, 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 2,567 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $309,889.

    13F-HR 0001420506-25-002936 filed by SAM Advisors, 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 2,567 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $282,627.

    13F-HR 0001420506-25-001601 filed by SAM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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