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Disclosery

Semmax Financial Advisors Inc.: IVW position timeline

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

Semmax Financial Advisors Inc. held 11,522 IVW shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 11,522 shares
    Change vs previous 13F -2,452 shares

    0.34% of the 13F portfolio, value $1,321,944.

    13F-HR 0001437749-25-027092 filed by Semmax Financial 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 ended2025-03-31
    13F 13,974 shares
    Change vs previous 13F +567 shares

    0.37% of the 13F portfolio, value $1,356,327.

    13F-HR 0001437749-25-017331 filed by Semmax Financial 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 ended2024-12-31
    13F 13,407 shares
    Change vs previous 13F +1,451 shares

    0.38% of the 13F portfolio, value $1,427,008.

    13F-HR 0001437749-25-016810 filed by Semmax Financial 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 ended2024-09-30
    13F 11,956 shares
    Change vs previous 13F +83 shares

    0.33% of the 13F portfolio, value $1,208,518.

    13F-HR 0001437749-24-035378 filed by Semmax Financial 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 ended2024-06-30
    13F 11,873 shares
    Change vs previous 13F +5,117 shares

    0.32% of the 13F portfolio, value $1,073,332.

    13F-HR 0001437749-24-026855 filed by Semmax Financial 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 ended2024-03-31
    13F 6,756 shares
    Change vs previous 13F +5,783 shares

    0.19% of the 13F portfolio, value $572,611.

    13F-HR 0001437749-24-017202 filed by Semmax Financial 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 ended2023-12-31
    13F 973 shares
    Change vs previous 13F +868 shares

    0.03% of the 13F portfolio, value $78,358.

    13F-HR 0001437749-24-004202 filed by Semmax Financial 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 ended2023-09-30
    13F 105 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,427.

    13F-HR 0001437749-23-031916 filed by Semmax Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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