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Disclosery

Snowden Capital Advisors LLC: IVW position timeline

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

Snowden Capital Advisors LLC held 140,953 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,953 shares
    Change vs previous 13F +1,035 shares

    0.46% of the 13F portfolio, value $19,385,269.

    13F-HR 0001172661-26-003380 filed by Snowden Capital Advisors 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 139,918 shares
    Change vs previous 13F -15,460 shares

    0.42% of the 13F portfolio, value $15,826,112.

    13F-HR 0001172661-26-002018 filed by Snowden Capital Advisors 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 155,378 shares
    Change vs previous 13F +13,679 shares

    0.49% of the 13F portfolio, value $19,151,960.

    13F-HR 0001172661-26-000888 filed by Snowden Capital Advisors 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 141,699 shares
    Change vs previous 13F +254 shares

    0.47% of the 13F portfolio, value $17,105,871.

    13F-HR 0001172661-25-005003 filed by Snowden Capital Advisors 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 141,445 shares
    Change vs previous 13F -23,297 shares

    0.46% of the 13F portfolio, value $15,573,162.

    13F-HR 0001172661-25-003419 filed by Snowden Capital Advisors 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 164,742 shares
    Change vs previous 13F +3,545 shares

    0.49% of the 13F portfolio, value $15,292,999.

    13F-HR 0001172661-25-001894 filed by Snowden Capital Advisors 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 161,197 shares
    Change vs previous 13F -6,481 shares

    0.51% of the 13F portfolio, value $16,366,304.

    13F-HR 0001172661-25-000945 filed by Snowden Capital Advisors 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 167,678 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $16,055,170.

    13F-HR 0001172661-24-005281 filed by Snowden Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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