Skip to content
Disclosery

Sunbelt Securities, Inc.: IVW position timeline

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

Sunbelt Securities, Inc. held 183,413 IVW shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 183,413 shares
    Change vs previous 13F +1,549 shares

    1.31% of the 13F portfolio, value $20,745,885.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 181,864 shares
    Change vs previous 13F -5,091 shares

    1.5% of the 13F portfolio, value $22,416,603.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 186,955 shares
    Change vs previous 13F +6,097 shares

    1.56% of the 13F portfolio, value $22,569,186.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 180,858 shares
    Change vs previous 13F +2,469 shares

    1.62% of the 13F portfolio, value $18,362,486.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 178,389 shares
    Change vs previous 13F -2,437 shares

    1.48% of the 13F portfolio, value $16,559,844.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 180,826 shares
    Change vs previous 13F -2,688 shares

    1.63% of the 13F portfolio, value $18,520,172.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 183,514 shares
    Change vs previous 13F +2,728 shares

    1.72% of the 13F portfolio, value $17,571,511.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 180,786 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $16,729,977.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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