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St. Clair Advisors, LLC: IVW position timeline

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

St. Clair Advisors, LLC held 46,660 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,660 shares
    Change vs previous 13F -1,357 shares

    1.65% of the 13F portfolio, value $6,417,219.

    13F-HR 0002056292-26-000003 filed by St. Clair 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 48,017 shares
    Change vs previous 13F -2,033 shares

    1.45% of the 13F portfolio, value $5,431,282.

    13F-HR 0002056292-26-000002 filed by St. Clair 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 50,050 shares
    Change vs previous 13F +4 shares

    1.59% of the 13F portfolio, value $6,169,167.

    13F-HR 0002056292-26-000001 filed by St. Clair 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 50,046 shares
    Change vs previous 13F +3 shares

    1.6% of the 13F portfolio, value $6,041,649.

    13F-HR 0002056292-25-000026 filed by St. Clair 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 50,043 shares
    Change vs previous 13F -787 shares

    1.44% of the 13F portfolio, value $5,509,769.

    13F-HR 0002056292-25-000024 filed by St. Clair 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 50,830 shares
    Change vs previous 13F -136 shares

    1.32% of the 13F portfolio, value $4,718,540.

    13F-HR 0002056292-25-000021 filed by St. Clair 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 50,966 shares
    Change vs previous 13F +4 shares

    1.49% of the 13F portfolio, value $5,174,621.

    13F-HR 0002056292-25-000003 filed by St. Clair 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 50,962 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $4,879,653.

    13F-HR 0002056292-25-000020 filed by St. Clair Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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