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Stone House Investment Management, LLC: IVW position timeline

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

Stone House Investment Management, LLC held 303,365 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 303,365 shares
    Change vs previous 13F +6,529 shares

    5.55% of the 13F portfolio, value $41,721,811.

    13F-HR 0001696497-26-000009 filed by Stone House Investment Management, 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 296,836 shares
    Change vs previous 13F +15,193 shares

    6.02% of the 13F portfolio, value $33,575,155.

    13F-HR 0001696497-26-000006 filed by Stone House Investment Management, 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 281,643 shares
    Change vs previous 13F +1,747 shares

    5.39% of the 13F portfolio, value $34,715,340.

    13F-HR 0001696497-26-000002 filed by Stone House Investment Management, 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 279,896 shares
    Change vs previous 13F -13,245 shares

    5.69% of the 13F portfolio, value $33,789,083.

    13F-HR 0001696497-25-000010 filed by Stone House Investment Management, 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 293,141 shares
    Change vs previous 13F -22,015 shares

    5.93% of the 13F portfolio, value $32,274,811.

    13F-HR 0001999371-25-010654 filed by Stone House Investment Management, 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 315,156 shares
    Change vs previous 13F +53,892 shares

    5.93% of the 13F portfolio, value $29,255,907.

    13F-HR 0002034054-25-000003 filed by Stone House Investment Management, 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 261,264 shares
    Change vs previous 13F -52,298 shares

    6.74% of the 13F portfolio, value $26,526,135.

    13F-HR 0001696497-25-000001 filed by Stone House Investment Management, 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 313,562 shares
    Change vs previous 13F not available

    6.2% of the 13F portfolio, value $30,023,575.

    13F-HR 0001696497-24-000008 filed by Stone House Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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