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Disclosery

Sanctuary Advisors, LLC: IVW position timeline

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

Sanctuary Advisors, LLC held 1,223,682 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 1,223,682 shares
    Change vs previous 13F -183,182 shares

    0.78% of the 13F portfolio, value $168,292,922.

    13F-HR 0001777271-26-000007 filed by Sanctuary 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 1,406,864 shares
    Change vs previous 13F +54,856 shares

    0.86% of the 13F portfolio, value $159,130,418.

    13F-HR 0001777271-26-000006 filed by Sanctuary 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 1,352,008 shares
    Change vs previous 13F +45,686 shares

    0.91% of the 13F portfolio, value $166,648,499.

    13F-HR 0001777271-26-000005 filed by Sanctuary 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/A 1,306,322 shares
    Change vs previous 13F -49,722 shares

    0.9% of the 13F portfolio, value $157,699,154.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary 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 1,356,044 shares
    Change vs previous 13F -111,980 shares

    0.92% of the 13F portfolio, value $149,300,462.

    13F-HR 0001777271-26-000002 filed by Sanctuary Advisors, 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 1,468,024 shares
    Change vs previous 13F +47,026 shares

    0.96% of the 13F portfolio, value $136,276,624.

    13F-HR 0001777271-26-000001 filed by Sanctuary Advisors, 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 1,420,998 shares
    Change vs previous 13F +8,776 shares

    0.94% of the 13F portfolio, value $148,750,097.

    13F-HR 0001777271-25-000001 filed by Sanctuary Advisors, 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 1,412,222 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $140,685,579.

    13F-HR 0001777271-24-000005 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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