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Sharp Wealth Advisory, LLC: IVW position timeline

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

Sharp Wealth Advisory, LLC held 51,506 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,506 shares
    Change vs previous 13F +49,420 shares

    3.28% of the 13F portfolio, value $7,083,583.

    13F-HR 0001951757-26-001056 filed by Sharp Wealth Advisory, 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 2,086 shares
    Change vs previous 13F -56,091 shares

    0.12% of the 13F portfolio, value $235,985.

    13F-HR 0001951757-26-000736 filed by Sharp Wealth Advisory, 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 58,177 shares
    Change vs previous 13F +2,830 shares

    3.61% of the 13F portfolio, value $7,170,897.

    13F-HR 0001951757-26-000204 filed by Sharp Wealth Advisory, 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 55,347 shares
    Change vs previous 13F -172,876 shares

    3.63% of the 13F portfolio, value $6,681,490.

    13F-HR 0001951757-25-001215 filed by Sharp Wealth Advisory, 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 228,223 shares
    Change vs previous 13F +23,728 shares

    16.21% of the 13F portfolio, value $25,127,352.

    13F-HR 0001951757-25-000964 filed by Sharp Wealth Advisory, 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 204,495 shares
    Change vs previous 13F +149,686 shares

    14.53% of the 13F portfolio, value $18,983,271.

    13F-HR 0001951757-25-000472 filed by Sharp Wealth Advisory, 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 54,809 shares
    Change vs previous 13F -256 shares

    4.22% of the 13F portfolio, value $5,564,758.

    13F-HR 0001951757-25-000075 filed by Sharp Wealth Advisory, 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 55,065 shares
    Change vs previous 13F not available

    4.07% of the 13F portfolio, value $5,272,474.

    13F-HR 0001951757-24-001164 filed by Sharp Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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