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Disclosery

TL Private Wealth: IVW position timeline

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

TL Private Wealth held 8,228 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,228 shares
    Change vs previous 13F -136 shares

    0.41% of the 13F portfolio, value $1,119,478.

    13F-HR 0001802868-26-000004 filed by TL Private Wealth
    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 8,364 shares
    Change vs previous 13F -1,938 shares

    0.4% of the 13F portfolio, value $1,009,498.

    13F-HR 0001802868-26-000003 filed by TL Private Wealth
    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/A 10,302 shares
    Change vs previous 13F +532 shares

    0.49% of the 13F portfolio, value $1,284,279.

    13F-HR/A 0001802868-26-000002 filed by TL Private Wealth
    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 9,770 shares
    Change vs previous 13F -550 shares

    0.47% of the 13F portfolio, value $1,179,522.

    13F-HR 0001802868-25-000010 filed by TL Private Wealth
    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 10,320 shares
    Change vs previous 13F +34 shares

    0.47% of the 13F portfolio, value $1,136,711.

    13F-HR 0001802868-25-000004 filed by TL Private Wealth
    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 10,286 shares
    Change vs previous 13F +211 shares

    0.42% of the 13F portfolio, value $853,353.

    13F-HR 0001802868-25-000003 filed by TL Private Wealth
    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 10,075 shares
    Change vs previous 13F -149 shares

    0.46% of the 13F portfolio, value $1,036,815.

    13F-HR 0001802868-25-000001 filed by TL Private Wealth
    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 10,224 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $967,603.

    13F-HR 0001802868-24-000005 filed by TL Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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