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Siligmueller & Norvid Wealth Advisors LLC: IVW position timeline

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

Siligmueller & Norvid Wealth Advisors LLC held 54,904 IVW shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 54,904 shares
    Change vs previous 13F +43,470 shares

    2.98% of the 13F portfolio, value $6,632,115.

    13F-HR 0001754960-25-000760 filed by Siligmueller & Norvid Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 11,434 shares
    Change vs previous 13F -570 shares

    0.5% of the 13F portfolio, value $1,275,234.

    13F-HR 0001754960-25-000460 filed by Siligmueller & Norvid Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 12,004 shares
    Change vs previous 13F -530 shares

    0.47% of the 13F portfolio, value $1,114,331.

    13F-HR 0001754960-25-000220 filed by Siligmueller & Norvid Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 12,534 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,272,577.

    13F-HR 0001754960-25-000095 filed by Siligmueller & Norvid Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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