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Savvy Advisors, Inc.: IVW position timeline

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

Savvy Advisors, Inc. held 48,385 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,385 shares
    Change vs previous 13F +6,915 shares

    0.14% of the 13F portfolio, value $6,654,432.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 41,470 shares
    Change vs previous 13F +7,645 shares

    0.13% of the 13F portfolio, value $4,690,697.

    13F-HR 0002003633-26-000003 filed by Savvy 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 ended2025-12-31
    13F 33,825 shares
    Change vs previous 13F +5,212 shares

    0.13% of the 13F portfolio, value $4,169,227.

    13F-HR 0002003633-26-000001 filed by Savvy 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 ended2025-09-30
    13F 28,613 shares
    Change vs previous 13F -2,231 shares

    0.16% of the 13F portfolio, value $3,454,161.

    13F-HR 0002003633-25-000008 filed by Savvy 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 ended2025-06-30
    13F 30,844 shares
    Change vs previous 13F +12,399 shares

    0.23% of the 13F portfolio, value $3,395,877.

    13F-HR 0002003633-25-000005 filed by Savvy 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 ended2025-03-31
    13F 18,445 shares
    Change vs previous 13F +13,454 shares

    0.17% of the 13F portfolio, value $1,712,269.

    13F-HR 0002003633-25-000004 filed by Savvy 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 ended2024-12-31
    13F 4,991 shares
    Change vs previous 13F +685 shares

    0.06% of the 13F portfolio, value $506,734.

    13F-HR 0002003633-25-000002 filed by Savvy 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 ended2024-09-30
    13F 4,306 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $412,318.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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