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Disclosery

Team Financial Group, LLC: IVW position timeline

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

Team Financial Group, LLC held 1,507 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 1,507 shares
    Change vs previous 13F +89 shares

    0.09% of the 13F portfolio, value $207,250.

    13F-HR 0001845163-26-000003 filed by Team Financial Group, 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 1,418 shares
    Change vs previous 13F +101 shares

    0.07% of the 13F portfolio, value $160,371.

    13F-HR 0001845163-26-000002 filed by Team Financial Group, 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 1,317 shares
    Change vs previous 13F +60 shares

    0.07% of the 13F portfolio, value $162,310.

    13F-HR 0001845163-26-000001 filed by Team Financial Group, 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 1,257 shares
    Change vs previous 13F +126 shares

    0.07% of the 13F portfolio, value $151,709.

    13F-HR 0001845163-25-000007 filed by Team Financial Group, 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 1,131 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $124,475.

    13F-HR 0001845163-25-000005 filed by Team Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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