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Spectrum Planning & Advisory Services Inc.: IVW position timeline

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

Spectrum Planning & Advisory Services Inc. held 70,464 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 70,464 shares
    Change vs previous 13F +492 shares

    4.34% of the 13F portfolio, value $9,690,929.

    13F-HR 0001951757-26-000996 filed by Spectrum Planning & Advisory Services Inc.
    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 69,972 shares
    Change vs previous 13F +2,053 shares

    3.92% of the 13F portfolio, value $7,914,536.

    13F-HR 0001951757-26-000622 filed by Spectrum Planning & Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 67,919 shares
    Change vs previous 13F +5,289 shares

    4.31% of the 13F portfolio, value $8,371,730.

    13F-HR 0001951757-26-000414 filed by Spectrum Planning & Advisory Services Inc.
    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 62,630 shares
    Change vs previous 13F -5,541 shares

    4.27% of the 13F portfolio, value $7,560,667.

    13F-HR 0001951757-25-001413 filed by Spectrum Planning & Advisory Services Inc.
    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 68,171 shares
    Change vs previous 13F -21,338 shares

    4.85% of the 13F portfolio, value $7,505,671.

    13F-HR 0001951757-25-000836 filed by Spectrum Planning & Advisory Services Inc.
    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 89,509 shares
    Change vs previous 13F +5,065 shares

    6.92% of the 13F portfolio, value $8,309,094.

    13F-HR 0001951757-25-000398 filed by Spectrum Planning & Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 84,444 shares
    Change vs previous 13F +99 shares

    7.44% of the 13F portfolio, value $8,573,574.

    13F-HR 0001951757-25-000096 filed by Spectrum Planning & Advisory Services Inc.
    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 84,345 shares
    Change vs previous 13F not available

    7.76% of the 13F portfolio, value $8,075,999.

    13F-HR 0001951757-24-001186 filed by Spectrum Planning & Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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