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Disclosery

TCP Asset Management, LLC: IVW position timeline

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

TCP Asset Management, LLC held 10,032 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,032 shares
    Change vs previous 13F -833 shares

    0.16% of the 13F portfolio, value $1,379,686.

    13F-HR 0002085853-26-000732 filed by TCP 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 10,865 shares
    Change vs previous 13F -148,666 shares

    0.16% of the 13F portfolio, value $1,228,986.

    13F-HR 0002085853-26-000334 filed by TCP 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 159,531 shares
    Change vs previous 13F +5,239 shares

    3.31% of the 13F portfolio, value $19,663,740.

    13F-HR 0002085853-26-000013 filed by TCP 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 154,292 shares
    Change vs previous 13F +2,697 shares

    3.32% of the 13F portfolio, value $18,626,126.

    13F-HR 0002085853-25-000018 filed by TCP 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 ended2025-06-30
    13F 151,595 shares
    Change vs previous 13F +5,086 shares

    3.31% of the 13F portfolio, value $16,690,592.

    13F-HR 0001667731-25-001101 filed by TCP Asset Management, 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 146,509 shares
    Change vs previous 13F +3,347 shares

    3.04% of the 13F portfolio, value $13,600,415.

    13F-HR 0001667731-25-000534 filed by TCP 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 ended2024-12-31
    13F 143,162 shares
    Change vs previous 13F +7,164 shares

    3.21% of the 13F portfolio, value $14,535,217.

    13F-HR 0001667731-25-000031 filed by TCP Asset Management, 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 135,998 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $13,021,809.

    13F-HR 0001961898-24-000005 filed by TCP Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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