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Disclosery

SPC Financial, Inc.: IVW position timeline

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

SPC Financial, Inc. held 224,358 IVW shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 224,358 shares
    Change vs previous 13F -4,440 shares

    2.12% of the 13F portfolio, value $27,084,454.

    13F-HR 0001415201-25-000007 filed by SPC Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 228,798 shares
    Change vs previous 13F -4,843 shares

    2.11% of the 13F portfolio, value $25,190,713.

    13F-HR 0001415201-25-000004 filed by SPC Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 233,641 shares
    Change vs previous 13F -3,299 shares

    1.91% of the 13F portfolio, value $21,688,894.

    13F-HR 0001415201-25-000003 filed by SPC Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 236,940 shares
    Change vs previous 13F -3,493 shares

    2.1% of the 13F portfolio, value $24,056,518.

    13F-HR 0001415201-25-000002 filed by SPC Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 240,433 shares
    Change vs previous 13F -14,364 shares

    2.03% of the 13F portfolio, value $23,021,460.

    13F-HR 0001415201-24-000007 filed by SPC Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F/A 254,797 shares
    Change vs previous 13F -2,128 shares

    2.18% of the 13F portfolio, value $23,578,914.

    13F-HR/A 0001415201-24-000005 filed by SPC Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 256,925 shares
    Change vs previous 13F -2,665 shares

    2.04% of the 13F portfolio, value $21,694,747.

    13F-HR 0001415201-24-000002 filed by SPC Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 259,590 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $19,495,209.

    13F-HR 0001415201-24-000001 filed by SPC Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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