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Three Seasons Wealth, LLC: IVW position timeline

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

Three Seasons Wealth, LLC held 5,755 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,755 shares
    Change vs previous 13F -11,322 shares

    0.07% of the 13F portfolio, value $791,485.

    13F-HR 0001420506-26-001588 filed by Three Seasons Wealth, 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 17,077 shares
    Change vs previous 13F -56,921 shares

    0.74% of the 13F portfolio, value $1,931,579.

    13F-HR 0001420506-26-000803 filed by Three Seasons Wealth, 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 73,998 shares
    Change vs previous 13F +65,991 shares

    0.87% of the 13F portfolio, value $9,120,993.

    13F-HR 0001420506-26-000058 filed by Three Seasons Wealth, 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 8,007 shares
    Change vs previous 13F -275,989 shares

    0.1% of the 13F portfolio, value $966,605.

    13F-HR 0001420506-25-002863 filed by Three Seasons Wealth, 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 283,996 shares
    Change vs previous 13F +25,414 shares

    3.59% of the 13F portfolio, value $31,267,960.

    13F-HR 0001420506-25-001489 filed by Three Seasons Wealth, 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 258,582 shares
    Change vs previous 13F +252,133 shares

    11.89% of the 13F portfolio, value $24,004,167.

    13F-HR 0001420506-25-000951 filed by Three Seasons Wealth, 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 6,449 shares
    Change vs previous 13F -999 shares

    0.32% of the 13F portfolio, value $654,767.

    13F-HR 0001420506-25-000562 filed by Three Seasons Wealth, 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 7,448 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $713,146.

    13F-HR 0001420506-25-000737 filed by Three Seasons Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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