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Disclosery

SCS Capital Management LLC: IVW position timeline

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

SCS Capital Management LLC held 466,610 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 466,610 shares
    Change vs previous 13F -5,150 shares

    0.61% of the 13F portfolio, value $64,172,921.

    13F-HR 0001303159-26-000003 filed by SCS 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 471,760 shares
    Change vs previous 13F -642 shares

    0.57% of the 13F portfolio, value $53,360,721.

    13F-HR 0001303159-26-000002 filed by SCS 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 472,402 shares
    Change vs previous 13F -26,650 shares

    0.62% of the 13F portfolio, value $58,228,225.

    13F-HR 0001303159-26-000001 filed by SCS 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 499,052 shares
    Change vs previous 13F -102,963 shares

    0.66% of the 13F portfolio, value $60,245,615.

    13F-HR 0001303159-25-000012 filed by SCS 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 602,015 shares
    Change vs previous 13F +29,862 shares

    0.73% of the 13F portfolio, value $66,281,909.

    13F-HR 0001303159-25-000004 filed by SCS 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/A 572,153 shares
    Change vs previous 13F +6,514 shares

    0.68% of the 13F portfolio, value $53,112,965.

    13F-HR/A 0001303159-25-000003 filed by SCS Capital 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 565,639 shares
    Change vs previous 13F +82,984 shares

    1.18% of the 13F portfolio, value $57,429,328.

    13F-HR 0001303159-25-000001 filed by SCS 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 482,655 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $46,214,252.

    13F-HR 0001303159-24-000009 filed by SCS Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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