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Disclosery

TRUEFG, LLC: IVW position timeline

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

TRUEFG, LLC held 4,435 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,435 shares
    Change vs previous 13F -2 shares

    0.14% of the 13F portfolio, value $609,976.

    13F-HR 0001214659-26-008631 filed by TRUEFG, 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 4,437 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $501,877.

    13F-HR 0001214659-26-004913 filed by TRUEFG, 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 4,437 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $546,896.

    13F-HR 0001214659-26-000715 filed by TRUEFG, 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 4,437 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $535,606.

    13F-HR 0001214659-25-016013 filed by TRUEFG, 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 4,437 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $488,467.

    13F-HR 0001214659-25-012296 filed by TRUEFG, 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 4,436 shares
    Change vs previous 13F -15 shares

    0.14% of the 13F portfolio, value $411,831.

    13F-HR 0001214659-25-005852 filed by TRUEFG, LLC
    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 4,451 shares
    Change vs previous 13F +15 shares

    0.15% of the 13F portfolio, value $451,931.

    13F-HR 0001214659-25-000587 filed by TRUEFG, LLC
    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 4,436 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $424,747.

    13F-HR 0001214659-24-017666 filed by TRUEFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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