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Disclosery

Tactive Advisors, LLC: IVW position timeline

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

Tactive Advisors, LLC held 20,731 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,731 shares
    Change vs previous 13F -27 shares

    0.71% of the 13F portfolio, value $2,949,191.

    13F-HR 0002085853-26-001112 filed by Tactive Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,758 shares
    Change vs previous 13F -262 shares

    0.7% of the 13F portfolio, value $2,854,826.

    13F-HR 0002085853-26-000659 filed by Tactive Advisors, LLC
    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 21,020 shares
    Change vs previous 13F -3,556 shares

    0.67% of the 13F portfolio, value $2,377,618.

    13F-HR 0002085853-26-000401 filed by Tactive Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 24,576 shares
    Change vs previous 13F +367 shares

    0.89% of the 13F portfolio, value $3,029,220.

    13F-HR 0002085853-26-000027 filed by Tactive Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 24,209 shares
    Change vs previous 13F -374 shares

    0.83% of the 13F portfolio, value $2,922,560.

    13F-HR 0002085853-25-000088 filed by Tactive Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 24,583 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,706,547.

    13F-HR 0001667731-25-001146 filed by Tactive Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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