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Disclosery

SK Wealth Management, LLC: IVW position timeline

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

SK Wealth Management, LLC held 9,867 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,867 shares
    Change vs previous 13F -1,394 shares

    0.32% of the 13F portfolio, value $1,398,679.

    13F-HR 0001867958-26-000006 filed by SK Wealth Management, 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 11,261 shares
    Change vs previous 13F -170 shares

    0.36% of the 13F portfolio, value $1,296,700.

    13F-HR 0001867958-26-000005 filed by SK Wealth Management, 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 11,431 shares
    Change vs previous 13F -321 shares

    0.4% of the 13F portfolio, value $1,428,310.

    13F-HR 0001867958-26-000001 filed by SK Wealth Management, 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 11,752 shares
    Change vs previous 13F -185 shares

    0.53% of the 13F portfolio, value $1,434,500.

    13F-HR 0001867958-25-000006 filed by SK Wealth Management, 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 11,937 shares
    Change vs previous 13F -100 shares

    0.57% of the 13F portfolio, value $1,323,617.

    13F-HR 0001867958-25-000004 filed by SK Wealth Management, 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 12,037 shares
    Change vs previous 13F +211 shares

    0.55% of the 13F portfolio, value $1,033,892.

    13F-HR 0001867958-25-000003 filed by SK Wealth Management, 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 11,826 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,200,679.

    13F-HR 0001867958-25-000002 filed by SK Wealth Management, 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 11,826 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,224,922.

    13F-HR 0001867958-24-000002 filed by SK Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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