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Disclosery

Scarborough Advisors, LLC: IVW position timeline

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

Scarborough Advisors, LLC held 146,547 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,547 shares
    Change vs previous 13F -19 shares

    2.27% of the 13F portfolio, value $19,784,116.

    13F-HR 0002085853-26-000794 filed by Scarborough 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 146,566 shares
    Change vs previous 13F +146,566 shares

    1.81% of the 13F portfolio, value $16,578,066.

    13F-HR 0001815355-26-000005 filed by Scarborough 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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -145,734 shares

    13F-HR 0001815355-25-000004 filed by Scarborough Advisors, 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.

  4. period ended2025-03-31
    13F 145,734 shares
    Change vs previous 13F +2,277 shares

    1.93% of the 13F portfolio, value $13,528,464.

    13F-HR 0001986042-25-000009 filed by Scarborough 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 ended2024-12-31
    13F 143,457 shares
    Change vs previous 13F -8,216 shares

    2.06% of the 13F portfolio, value $14,565,139.

    13F-HR 0001815355-25-000002 filed by Scarborough 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 ended2024-09-30
    13F 151,673 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $14,522,610.

    13F-HR 0001815355-24-000014 filed by Scarborough Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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