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Disclosery

Stegner Investment Associates Inc.: IVW position timeline

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

Stegner Investment Associates Inc. held 620,907 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 620,907 shares
    Change vs previous 13F +12,176 shares

    41.17% of the 13F portfolio, value $88,330,299.

    13F-HR 0001907433-26-000005 filed by Stegner Investment Associates Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 608,731 shares
    Change vs previous 13F -5,559 shares

    39.8% of the 13F portfolio, value $83,718,799.

    13F-HR 0001907433-26-000003 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 614,290 shares
    Change vs previous 13F -5,204 shares

    38.06% of the 13F portfolio, value $69,482,331.

    13F-HR 0001907433-26-000002 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 619,494 shares
    Change vs previous 13F -11,049 shares

    40.58% of the 13F portfolio, value $76,358,872.

    13F-HR 0001907433-26-000001 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 630,543 shares
    Change vs previous 13F -5,378 shares

    41.74% of the 13F portfolio, value $76,119,094.

    13F-HR 0001907433-25-000004 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 635,921 shares
    Change vs previous 13F -1,329 shares

    42.9% of the 13F portfolio, value $70,014,871.

    13F-HR 0001907433-25-000002 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 637,250 shares
    Change vs previous 13F +6,076 shares

    41.36% of the 13F portfolio, value $59,155,872.

    13F-HR 0001172661-25-001573 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 631,174 shares
    Change vs previous 13F not available

    42.41% of the 13F portfolio, value $64,083,122.

    13F-HR 0001172661-25-000529 filed by Stegner Investment Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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