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Disclosery

THEORY FINANCIAL LLC: IVW position timeline

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

THEORY FINANCIAL LLC held 41,296 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,296 shares
    Change vs previous 13F -1,315 shares

    1.79% of the 13F portfolio, value $5,679,443.

    13F-HR 0001899158-26-000003 filed by THEORY FINANCIAL 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 42,611 shares
    Change vs previous 13F +374 shares

    1.69% of the 13F portfolio, value $4,819,676.

    13F-HR 0001899158-26-000002 filed by THEORY FINANCIAL 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 42,237 shares
    Change vs previous 13F +887 shares

    1.77% of the 13F portfolio, value $5,250,481.

    13F-HR 0001899158-26-000001 filed by THEORY FINANCIAL 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 41,350 shares
    Change vs previous 13F -3,282 shares

    1.77% of the 13F portfolio, value $5,020,764.

    13F-HR 0001899158-25-000002 filed by THEORY FINANCIAL 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 44,632 shares
    Change vs previous 13F -3,219 shares

    1.93% of the 13F portfolio, value $5,083,549.

    13F-HR 0001085146-25-004772 filed by THEORY FINANCIAL 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 47,851 shares
    Change vs previous 13F +1,256 shares

    1.87% of the 13F portfolio, value $4,442,008.

    13F-HR 0001085146-25-002548 filed by THEORY FINANCIAL 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 46,595 shares
    Change vs previous 13F +565 shares

    1.98% of the 13F portfolio, value $4,730,790.

    13F-HR 0001085146-25-000715 filed by THEORY FINANCIAL 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 46,030 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $4,377,913.

    13F-HR 0001085146-24-005400 filed by THEORY FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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