Skip to content
Disclosery

Saxony Capital Management, LLC: IVW position timeline

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

Saxony Capital Management, LLC held 11,488 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,488 shares
    Change vs previous 13F -1,345 shares

    0.72% of the 13F portfolio, value $1,579,945.

    13F-HR 0001561330-26-000004 filed by Saxony Capital Management, 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 12,833 shares
    Change vs previous 13F -15,187 shares

    0.84% of the 13F portfolio, value $1,451,541.

    13F-HR 0001561330-26-000003 filed by Saxony Capital Management, 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 28,020 shares
    Change vs previous 13F -9,849 shares

    2.12% of the 13F portfolio, value $3,453,745.

    13F-HR 0001561330-26-000001 filed by Saxony Capital Management, 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 37,869 shares
    Change vs previous 13F +28,837 shares

    3.01% of the 13F portfolio, value $4,571,546.

    13F-HR 0001561330-25-000005 filed by Saxony Capital Management, 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 9,032 shares
    Change vs previous 13F +9,032 shares

    0.76% of the 13F portfolio, value $994,423.

    13F-HR 0001561330-25-000003 filed by Saxony Capital Management, 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 0 shares
    Change vs previous 13F -31,985 shares

    13F-HR 0001561330-25-000002 filed by Saxony Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 31,985 shares
    Change vs previous 13F +10,220 shares

    2.86% of the 13F portfolio, value $3,247,437.

    13F-HR 0001561330-25-000001 filed by Saxony Capital Management, 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 21,765 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $2,083,999.

    13F-HR 0001561330-24-000006 filed by Saxony Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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