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Disclosery

Truepoint, Inc.: IVW position timeline

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

Truepoint, Inc. held 28,173 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,173 shares
    Change vs previous 13F +265 shares

    0.08% of the 13F portfolio, value $3,874,645.

    13F-HR 0001765380-26-000257 filed by Truepoint, Inc.
    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 27,908 shares
    Change vs previous 13F -491 shares

    0.07% of the 13F portfolio, value $3,156,684.

    13F-HR 0001765380-26-000192 filed by Truepoint, Inc.
    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 28,399 shares
    Change vs previous 13F -3 shares

    0.08% of the 13F portfolio, value $3,500,472.

    13F-HR 0001765380-26-000107 filed by Truepoint, Inc.
    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 28,402 shares
    Change vs previous 13F +9,471 shares

    0.08% of the 13F portfolio, value $3,428,700.

    13F-HR 0001765380-25-000491 filed by Truepoint, Inc.
    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 18,931 shares
    Change vs previous 13F -15,109 shares

    0.05% of the 13F portfolio, value $2,084,313.

    13F-HR 0001765380-25-000316 filed by Truepoint, Inc.
    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 34,040 shares
    Change vs previous 13F -5,371 shares

    0.09% of the 13F portfolio, value $3,159,949.

    13F-HR 0001765380-25-000212 filed by Truepoint, Inc.
    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 39,411 shares
    Change vs previous 13F -75 shares

    0.11% of the 13F portfolio, value $4,001,416.

    13F-HR 0001765380-25-000073 filed by Truepoint, Inc.
    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 39,486 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,780,801.

    13F-HR 0001765380-24-000441 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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