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Disclosery

Shira Ridge Wealth Management: IVW position timeline

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

Shira Ridge Wealth Management held 3,567 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,567 shares
    Change vs previous 13F +92 shares

    0.18% of the 13F portfolio, value $507,435.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,475 shares
    Change vs previous 13F +243 shares

    0.17% of the 13F portfolio, value $477,917.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,232 shares
    Change vs previous 13F +91 shares

    0.14% of the 13F portfolio, value $365,572.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,141 shares
    Change vs previous 13F +10 shares

    0.16% of the 13F portfolio, value $387,160.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,131 shares
    Change vs previous 13F +14 shares

    0.16% of the 13F portfolio, value $377,974.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,117 shares
    Change vs previous 13F -150 shares

    0.16% of the 13F portfolio, value $343,182.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,267 shares
    Change vs previous 13F +161 shares

    0.15% of the 13F portfolio, value $303,276.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,106 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $315,352.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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