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SILVERCREST ASSET MANAGEMENT GROUP LLC: IVW position timeline

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

SILVERCREST ASSET MANAGEMENT GROUP LLC held 128,256 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,256 shares
    Change vs previous 13F -70 shares

    0.12% of the 13F portfolio, value $17,639,048.

    13F-HR 0001193125-26-352195 filed by SILVERCREST ASSET MANAGEMENT GROUP 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 128,326 shares
    Change vs previous 13F -365 shares

    0.1% of the 13F portfolio, value $14,514,954.

    13F-HR 0001193125-26-225668 filed by SILVERCREST ASSET MANAGEMENT GROUP 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 128,691 shares
    Change vs previous 13F +128,691 shares

    0.11% of the 13F portfolio, value $15,862,453.

    13F-HR 0001193125-26-053826 filed by SILVERCREST ASSET MANAGEMENT GROUP 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 0 shares
    Change vs previous 13F -169,491 shares

    13F-HR 0001193125-25-282298 filed by SILVERCREST ASSET MANAGEMENT GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 169,491 shares
    Change vs previous 13F -250 shares

    0.13% of the 13F portfolio, value $18,660,959.

    13F-HR 0000950123-25-008009 filed by SILVERCREST ASSET MANAGEMENT GROUP 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 169,741 shares
    Change vs previous 13F -400 shares

    0.11% of the 13F portfolio, value $15,757,057.

    13F-HR 0000950123-25-005582 filed by SILVERCREST ASSET MANAGEMENT GROUP 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 170,141 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $17,274,416.

    13F-HR 0000950123-25-002350 filed by SILVERCREST ASSET MANAGEMENT GROUP 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 170,141 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $16,291,001.

    13F-HR 0000950123-24-011614 filed by SILVERCREST ASSET MANAGEMENT GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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