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Disclosery

True North Advisors, LLC: IVW position timeline

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

True North Advisors, LLC held 2,394 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,394 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $329,247.

    13F-HR 0001172661-26-002749 filed by True North Advisors, 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 2,394 shares
    Change vs previous 13F -738 shares

    0.03% of the 13F portfolio, value $270,785.

    13F-HR 0001172661-26-001614 filed by True North Advisors, 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 3,132 shares
    Change vs previous 13F +738 shares

    0.05% of the 13F portfolio, value $386,050.

    13F-HR 0001172661-26-000255 filed by True North Advisors, 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 2,394 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $289,004.

    13F-HR 0001172661-25-004287 filed by True North Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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