Strategic Capital Group LLC: IVW position timeline

Strategic Capital Group LLC held 97,502 IVW shares at 2014-06-30 per its 13F-HR filed 2014-07-14.

the latest 13F is the newest step

1. period ended2014-06-30

   13F 97,502 shares

   Change vs previous 13F +4,796 shares

   3.2% of the 13F portfolio, value $10,256,000.

   13F-HR 0001536037-14-000010 filed by Strategic Capital Group LLC
   Filed 2014-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:34:04 UTC

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

2. period ended2014-03-31

   13F/A 92,706 shares

   Change vs previous 13F +92,179 shares

   2.99% of the 13F portfolio, value $9,256,000.

   13F-HR/A 0001536037-14-000007 filed by Strategic Capital Group LLC
   Filed 2014-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 19:42:28 UTC

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

3. period ended2013-12-31

   13F/A 527 shares

   Change vs previous 13F -52,908 shares

   0.04% of the 13F portfolio, value $52,000.

   13F-HR/A 0001536037-14-000003 filed by Strategic Capital Group LLC
   Filed 2014-02-21 (acceptance time not in the bulk data set), ingested 2026-10-07 19:53:46 UTC

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

4. period ended2013-09-30

   13F 53,435 shares

   Change vs previous 13F -2,437 shares

   1.79% of the 13F portfolio, value $4,775,000.

   13F-HR 0001536037-13-000010 filed by Strategic Capital Group LLC
   Filed 2013-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 20:02:22 UTC

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

5. period ended2013-06-30

   13F 55,872 shares

   Change vs previous 13F not available

   2.33% of the 13F portfolio, value $4,694,000.

   13F-HR 0001536037-13-000009 filed by Strategic Capital Group LLC
   Filed 2013-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:59:42 UTC

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