Skip to content
Disclosery

Thrive Wealth Management, LLC: IVW position timeline

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

Thrive Wealth Management, LLC held 9,612 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,612 shares
    Change vs previous 13F -122 shares

    0.17% of the 13F portfolio, value $1,321,889.

    13F-HR 0001847610-26-000005 filed by Thrive Wealth 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 9,734 shares
    Change vs previous 13F -90 shares

    0.16% of the 13F portfolio, value $1,101,028.

    13F-HR 0001847610-26-000003 filed by Thrive Wealth 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 9,824 shares
    Change vs previous 13F -35 shares

    0.18% of the 13F portfolio, value $1,210,882.

    13F-HR 0001847610-26-000001 filed by Thrive Wealth 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 9,859 shares
    Change vs previous 13F -65 shares

    0.18% of the 13F portfolio, value $1,190,219.

    13F-HR 0001085146-25-005816 filed by Thrive Wealth 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 9,924 shares
    Change vs previous 13F -143 shares

    0.18% of the 13F portfolio, value $1,092,611.

    13F-HR 0001085146-25-003624 filed by Thrive Wealth 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 10,067 shares
    Change vs previous 13F -15 shares

    0.18% of the 13F portfolio, value $934,518.

    13F-HR 0001085146-25-002014 filed by Thrive Wealth 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 10,082 shares
    Change vs previous 13F +1,288 shares

    0.18% of the 13F portfolio, value $1,023,628.

    13F-HR 0001085146-25-000262 filed by Thrive Wealth 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 8,794 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $841,982.

    13F-HR 0001085146-24-004646 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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