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Disclosery

Spectrum Wealth Counsel, LLC: IVW position timeline

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

Spectrum Wealth Counsel, LLC held 87,279 IVW shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 87,279 shares
    Change vs previous 13F +1,131 shares

    0.97% of the 13F portfolio, value $8,102,102.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 86,148 shares
    Change vs previous 13F -6,263 shares

    1.03% of the 13F portfolio, value $8,746,598.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 92,411 shares
    Change vs previous 13F +9,704 shares

    1.05% of the 13F portfolio, value $8,848,345.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 82,707 shares
    Change vs previous 13F +36 shares

    0.97% of the 13F portfolio, value $7,653,698.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 82,671 shares
    Change vs previous 13F -91 shares

    0.85% of the 13F portfolio, value $6,980,732.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 82,762 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $6,215,420.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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