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Disclosery

SlateStone Wealth, LLC: IVW position timeline

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

SlateStone Wealth, LLC held 15,688 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,688 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $2,158,000.

    13F-HR 0001764049-26-000007 filed by SlateStone Wealth, 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 15,688 shares
    Change vs previous 13F -572 shares

    0.15% of the 13F portfolio, value $1,774,000.

    13F-HR 0001764049-26-000005 filed by SlateStone Wealth, 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 16,260 shares
    Change vs previous 13F +225 shares

    0.17% of the 13F portfolio, value $2,004,000.

    13F-HR 0001764049-26-000003 filed by SlateStone Wealth, 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 16,035 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,936,000.

    13F-HR 0001764049-25-000012 filed by SlateStone Wealth, 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 16,035 shares
    Change vs previous 13F +50 shares

    0.17% of the 13F portfolio, value $1,765,000.

    13F-HR 0001764049-25-000010 filed by SlateStone Wealth, 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 15,985 shares
    Change vs previous 13F +401 shares

    0.15% of the 13F portfolio, value $1,484,000.

    13F-HR 0001764049-25-000004 filed by SlateStone Wealth, 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 15,584 shares
    Change vs previous 13F -660 shares

    0.16% of the 13F portfolio, value $1,582,000.

    13F-HR 0001764049-25-000002 filed by SlateStone Wealth, 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 16,244 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,555,000.

    13F-HR 0001764049-24-000009 filed by SlateStone Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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