Skip to content
Disclosery

Smith Anglin Financial, LLC: IVW position timeline

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

Smith Anglin Financial, LLC held 248,802 IVW shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 248,802 shares
    Change vs previous 13F +37,622 shares

    2.48% of the 13F portfolio, value $27,393,052.

    13F-HR 0001553540-25-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 211,180 shares
    Change vs previous 13F -32,503 shares

    2.08% of the 13F portfolio, value $19,603,803.

    13F-HR 0001553540-25-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 243,683 shares
    Change vs previous 13F -1,239 shares

    2.32% of the 13F portfolio, value $24,741,143.

    13F-HR 0001553540-25-000001 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 244,922 shares
    Change vs previous 13F -1,303,450 shares

    2.26% of the 13F portfolio, value $23,451,234.

    13F-HR 0001553540-24-000006 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 1,548,372 shares
    Change vs previous 13F +85,741 shares

    14.48% of the 13F portfolio, value $143,286,316.

    13F-HR 0001553540-24-000004 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 1,462,631 shares
    Change vs previous 13F +403,633 shares

    12.75% of the 13F portfolio, value $123,504,537.

    13F-HR 0001553540-24-000003 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 1,058,998 shares
    Change vs previous 13F +38,114 shares

    9.13% of the 13F portfolio, value $79,530,777.

    13F-HR 0001553540-24-000002 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 1,020,884 shares
    Change vs previous 13F not available

    8.49% of the 13F portfolio, value $69,848,874.

    13F-HR 0001553540-23-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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