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Disclosery

Tilson Financial Group, Inc.: IVW position timeline

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

Tilson Financial Group, Inc. held 81,285 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,285 shares
    Change vs previous 13F -112 shares

    3.07% of the 13F portfolio, value $11,179,159.

    13F-HR 0001964820-26-000004 filed by Tilson Financial Group, Inc.
    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 81,397 shares
    Change vs previous 13F -376 shares

    2.76% of the 13F portfolio, value $9,206,783.

    13F-HR 0001964820-26-000003 filed by Tilson Financial Group, Inc.
    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 81,773 shares
    Change vs previous 13F -934 shares

    3.1% of the 13F portfolio, value $10,079,335.

    13F-HR 0001964820-26-000001 filed by Tilson Financial Group, Inc.
    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 82,707 shares
    Change vs previous 13F -3,921 shares

    3.28% of the 13F portfolio, value $9,984,444.

    13F-HR 0001964820-25-000007 filed by Tilson Financial Group, Inc.
    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 86,628 shares
    Change vs previous 13F +8,871 shares

    3.6% of the 13F portfolio, value $9,538,000.

    13F-HR 0001964820-25-000005 filed by Tilson Financial Group, Inc.
    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 77,757 shares
    Change vs previous 13F -2,588 shares

    2.86% of the 13F portfolio, value $7,218,000.

    13F-HR 0001964820-25-000004 filed by Tilson Financial Group, Inc.
    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 80,345 shares
    Change vs previous 13F -575 shares

    3.33% of the 13F portfolio, value $8,157,000.

    13F-HR 0001964820-25-000001 filed by Tilson Financial Group, Inc.
    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/A 80,920 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $7,748,000.

    13F-HR/A 0001964820-24-000006 filed by Tilson Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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