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Scissortail Wealth Management, LLC: IVW position timeline

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

Scissortail Wealth Management, LLC held 175,126 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175,126 shares
    Change vs previous 13F -1,082 shares

    4.63% of the 13F portfolio, value $24,085,030.

    13F-HR 0001906793-26-000003 filed by Scissortail Wealth 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 176,208 shares
    Change vs previous 13F -16,406 shares

    4.01% of the 13F portfolio, value $19,930,872.

    13F-HR 0001906793-26-000002 filed by Scissortail Wealth 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 192,614 shares
    Change vs previous 13F +1,430 shares

    5.41% of the 13F portfolio, value $23,741,605.

    13F-HR 0001906793-26-000001 filed by Scissortail Wealth 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 191,184 shares
    Change vs previous 13F -5,853 shares

    5.03% of the 13F portfolio, value $23,079,732.

    13F-HR 0001906793-25-000006 filed by Scissortail Wealth 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 197,037 shares
    Change vs previous 13F +1,230 shares

    5.21% of the 13F portfolio, value $21,693,774.

    13F-HR 0001906793-25-000004 filed by Scissortail Wealth 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 195,807 shares
    Change vs previous 13F -3,749 shares

    4.67% of the 13F portfolio, value $18,176,765.

    13F-HR 0001906793-25-000002 filed by Scissortail Wealth Management, 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 199,556 shares
    Change vs previous 13F +198,742 shares

    5.19% of the 13F portfolio, value $20,260,922.

    13F-HR 0001906793-25-000001 filed by Scissortail Wealth 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 814 shares
    Change vs previous 13F not available

    13F-HR 0001906793-24-000005 filed by Scissortail Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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