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TBH Global Asset Management, LLC: IVW position timeline

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

TBH Global Asset Management, LLC held 2,471 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,471 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $339,837.

    13F-HR 0001787125-26-000005 filed by TBH Global Asset Management, 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 2,471 shares
    Change vs previous 13F -40,270 shares

    0.06% of the 13F portfolio, value $279,495.

    13F-HR 0001787125-26-000002 filed by TBH Global Asset Management, 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 42,741 shares
    Change vs previous 13F +39,962 shares

    4.62% of the 13F portfolio, value $27,714,223.

    13F-HR 0001787125-26-000001 filed by TBH Global Asset Management, 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 2,779 shares
    Change vs previous 13F +2,779 shares

    0.07% of the 13F portfolio, value $335,481.

    13F-HR 0001787125-25-000002 filed by TBH Global Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,779 shares

    13F-HR 0001085146-25-002333 filed by TBH Global Asset Management, 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.

  6. period ended2024-12-31
    13F 2,779 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $282,152.

    13F-HR 0001085146-25-000677 filed by TBH Global Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 2,779 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $266,089.

    13F-HR 0001085146-24-005333 filed by TBH Global Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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