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SOUTHERN CAPITAL ADVISORS, LLC: IVW position timeline

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

SOUTHERN CAPITAL ADVISORS, LLC held 33,506 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,506 shares
    Change vs previous 13F -105 shares

    1.92% of the 13F portfolio, value $4,608,071.

    13F-HR 0002085853-26-000725 filed by SOUTHERN 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 33,611 shares
    Change vs previous 13F +319 shares

    1.78% of the 13F portfolio, value $3,801,708.

    13F-HR 0002085853-26-000396 filed by SOUTHERN 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 33,292 shares
    Change vs previous 13F +148 shares

    1.89% of the 13F portfolio, value $4,103,544.

    13F-HR 0002085853-26-000128 filed by SOUTHERN 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 33,144 shares
    Change vs previous 13F +700 shares

    1.88% of the 13F portfolio, value $4,001,108.

    13F-HR 0002085853-25-000225 filed by SOUTHERN 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 32,444 shares
    Change vs previous 13F +591 shares

    1.83% of the 13F portfolio, value $3,572,106.

    13F-HR 0001667731-25-000849 filed by SOUTHERN 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 31,853 shares
    Change vs previous 13F -5,367 shares

    1.64% of the 13F portfolio, value $2,956,898.

    13F-HR 0001667731-25-000492 filed by SOUTHERN 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 37,220 shares
    Change vs previous 13F +93 shares

    2.09% of the 13F portfolio, value $3,778,938.

    13F-HR 0001667731-25-000114 filed by SOUTHERN 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 37,127 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $3,554,958.

    13F-HR 0001909249-24-000004 filed by SOUTHERN CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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