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Disclosery

Talisman Wealth Advisors LLC: IVW position timeline

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

Talisman Wealth Advisors LLC held 12,089 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,089 shares
    Change vs previous 13F +1,371 shares

    1.24% of the 13F portfolio, value $1,662,572.

    13F-HR 0001962685-26-000003 filed by Talisman Wealth Advisors 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 10,718 shares
    Change vs previous 13F +1,630 shares

    0.98% of the 13F portfolio, value $1,212,307.

    13F-HR 0001962685-26-000002 filed by Talisman Wealth 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 ended2025-12-31
    13F 9,088 shares
    Change vs previous 13F +1,355 shares

    0.87% of the 13F portfolio, value $1,123,719.

    13F-HR 0001962685-26-000001 filed by Talisman Wealth 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 ended2025-09-30
    13F 7,733 shares
    Change vs previous 13F +953 shares

    0.77% of the 13F portfolio, value $933,548.

    13F-HR 0001962685-25-000006 filed by Talisman Wealth 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 ended2025-06-30
    13F 6,780 shares
    Change vs previous 13F +1,109 shares

    0.68% of the 13F portfolio, value $746,427.

    13F-HR 0001962685-25-000003 filed by Talisman Wealth 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 ended2025-03-31
    13F 5,671 shares
    Change vs previous 13F +1,575 shares

    0.54% of the 13F portfolio, value $526,470.

    13F-HR 0001962685-25-000002 filed by Talisman Wealth Advisors LLC
    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 4,096 shares
    Change vs previous 13F +1,914 shares

    0.44% of the 13F portfolio, value $415,846.

    13F-HR 0001962685-25-000001 filed by Talisman Wealth Advisors LLC
    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 2,182 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $207,920.

    13F-HR 0001962685-24-000005 filed by Talisman Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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