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TRUE Private Wealth Advisors: IVW position timeline

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

TRUE Private Wealth Advisors held 10,226 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,226 shares
    Change vs previous 13F -65,649 shares

    0.12% of the 13F portfolio, value $1,406,388.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 75,875 shares
    Change vs previous 13F -35,329 shares

    0.82% of the 13F portfolio, value $8,582,267.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 111,204 shares
    Change vs previous 13F +3,431 shares

    1.37% of the 13F portfolio, value $13,707,013.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 107,773 shares
    Change vs previous 13F +92,316 shares

    1.33% of the 13F portfolio, value $13,010,437.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 15,457 shares
    Change vs previous 13F -3,984 shares

    0.19% of the 13F portfolio, value $1,701,848.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 19,441 shares
    Change vs previous 13F -5,735 shares

    0.22% of the 13F portfolio, value $1,804,751.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 25,176 shares
    Change vs previous 13F -23,614 shares

    0.31% of the 13F portfolio, value $2,556,146.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 48,790 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,671,711.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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