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Disclosery

Towerpoint Wealth, LLC: IVW position timeline

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

Towerpoint Wealth, LLC held 15,353 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,353 shares
    Change vs previous 13F -168 shares

    0.73% of the 13F portfolio, value $2,111,551.

    13F-HR 0001731445-26-000004 filed by Towerpoint 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 15,521 shares
    Change vs previous 13F -44 shares

    0.71% of the 13F portfolio, value $1,755,588.

    13F-HR 0001731445-26-000002 filed by Towerpoint 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 15,565 shares
    Change vs previous 13F +239 shares

    0.76% of the 13F portfolio, value $1,918,520.

    13F-HR 0001731445-26-000001 filed by Towerpoint 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 15,326 shares
    Change vs previous 13F -1,372 shares

    0.76% of the 13F portfolio, value $1,850,107.

    13F-HR 0001085146-25-005830 filed by Towerpoint 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 16,698 shares
    Change vs previous 13F +3,756 shares

    0.81% of the 13F portfolio, value $1,838,429.

    13F-HR 0001085146-25-003692 filed by Towerpoint 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 12,942 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,201,426.

    13F-HR 0001085146-25-001961 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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