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Disclosery

Smartleaf Asset Management LLC: IVW position timeline

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

Smartleaf Asset Management LLC held 45,591 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 45,591 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $6,182,194.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset 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 45,591 shares
    Change vs previous 13F -1,144 shares

    0.18% of the 13F portfolio, value $4,956,241.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset 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 46,735 shares
    Change vs previous 13F +29,637 shares

    0.22% of the 13F portfolio, value $5,802,644.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset 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 17,098 shares
    Change vs previous 13F -899 shares

    0.13% of the 13F portfolio, value $2,054,598.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset 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 17,997 shares
    Change vs previous 13F +11,243 shares

    0.17% of the 13F portfolio, value $1,970,565.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset 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 6,754 shares
    Change vs previous 13F +6,433 shares

    0.06% of the 13F portfolio, value $625,082.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset 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 321 shares
    Change vs previous 13F -314 shares

    <0.01% of the 13F portfolio, value $32,876.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset 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 635 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $60,490.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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