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Tailwinds Wealth, LLC: IVW position timeline

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

Tailwinds Wealth, LLC held 3,205 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,205 shares
    Change vs previous 13F +3,205 shares

    0.26% of the 13F portfolio, value $440,756.

    13F-HR 0002085853-26-000709 filed by Tailwinds Wealth, 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 0 shares
    Change vs previous 13F -3,341 shares

    13F-HR 0002085853-26-000546 filed by Tailwinds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 3,341 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $411,787.

    13F-HR 0002085853-26-000217 filed by Tailwinds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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