Skip to content
Disclosery

Strategic Equity Management: IVW position timeline

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

Strategic Equity Management held 6,199 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,199 shares
    Change vs previous 13F -356 shares

    0.29% of the 13F portfolio, value $852,564.

    13F-HR 0001843578-26-000005 filed by Strategic Equity Management
    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 6,555 shares
    Change vs previous 13F +1,359 shares

    0.28% of the 13F portfolio, value $741,472.

    13F-HR 0001843578-26-000003 filed by Strategic Equity Management
    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 5,196 shares
    Change vs previous 13F -54 shares

    0.22% of the 13F portfolio, value $640,448.

    13F-HR 0001843578-26-000001 filed by Strategic Equity Management
    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 5,250 shares
    Change vs previous 13F +121 shares

    0.23% of the 13F portfolio, value $633,840.

    13F-HR 0001843578-25-000008 filed by Strategic Equity Management
    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 5,129 shares
    Change vs previous 13F -117,092 shares

    0.21% of the 13F portfolio, value $564,651.

    13F-HR 0001843578-25-000006 filed by Strategic Equity Management
    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 122,221 shares
    Change vs previous 13F +6,616 shares

    4.77% of the 13F portfolio, value $11,345,769.

    13F-HR 0001843578-25-000003 filed by Strategic Equity Management
    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 115,605 shares
    Change vs previous 13F +5,919 shares

    4.94% of the 13F portfolio, value $11,737,338.

    13F-HR 0001843578-25-000002 filed by Strategic Equity Management
    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 109,686 shares
    Change vs previous 13F not available

    4.98% of the 13F portfolio, value $10,502,455.

    13F-HR 0001843578-24-000006 filed by Strategic Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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