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Disclosery

TSA Wealth Managment LLC: IVW position timeline

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

TSA Wealth Managment LLC held 85,460 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,460 shares
    Change vs previous 13F -7,235 shares

    3.32% of the 13F portfolio, value $11,753,314.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 92,695 shares
    Change vs previous 13F +1,533 shares

    3.39% of the 13F portfolio, value $10,484,731.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 91,162 shares
    Change vs previous 13F -1,970 shares

    3.72% of the 13F portfolio, value $11,236,628.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 93,132 shares
    Change vs previous 13F -3,515 shares

    3.83% of the 13F portfolio, value $11,242,895.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 96,647 shares
    Change vs previous 13F -52,696 shares

    3.89% of the 13F portfolio, value $10,640,835.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 149,343 shares
    Change vs previous 13F +3,930 shares

    5.51% of the 13F portfolio, value $13,863,511.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment 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 145,413 shares
    Change vs previous 13F -4,077 shares

    6.01% of the 13F portfolio, value $14,763,782.

    13F-HR 0001963669-25-000001 filed by TSA Wealth Managment 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 149,490 shares
    Change vs previous 13F not available

    5.77% of the 13F portfolio, value $14,313,668.

    13F-HR 0001963669-24-000006 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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