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Disclosery

Sandbox Financial Partners, LLC: IVW position timeline

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

Sandbox Financial Partners, LLC held 13,584 IVW shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 13,584 shares
    Change vs previous 13F +127 shares

    0.43% of the 13F portfolio, value $1,536,435.

    13F-HR 0001951757-26-000530 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 13,457 shares
    Change vs previous 13F +64 shares

    0.46% of the 13F portfolio, value $1,658,659.

    13F-HR 0001951757-26-000028 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 13,393 shares
    Change vs previous 13F -282 shares

    0.46% of the 13F portfolio, value $1,616,817.

    13F-HR 0001951757-25-001157 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 13,675 shares
    Change vs previous 13F +16 shares

    0.47% of the 13F portfolio, value $1,505,656.

    13F-HR 0001951757-25-000593 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 13,659 shares
    Change vs previous 13F -137 shares

    0.45% of the 13F portfolio, value $1,267,958.

    13F-HR 0001951757-25-000323 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 13,796 shares
    Change vs previous 13F -77 shares

    0.47% of the 13F portfolio, value $1,400,702.

    13F-HR 0001951757-25-000044 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 13,873 shares
    Change vs previous 13F -35 shares

    0.47% of the 13F portfolio, value $1,328,361.

    13F-HR 0001951757-24-000975 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 13,908 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,287,048.

    13F-HR 0001951757-24-000507 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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