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Disclosery

TSFG, LLC: IVW position timeline

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

TSFG, LLC held 18,468 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 18,468 shares
    Change vs previous 13F -81 shares

    0.32% of the 13F portfolio, value $2,540,000.

    13F-HR 0001800513-26-000005 filed by TSFG, 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 18,549 shares
    Change vs previous 13F -101 shares

    0.32% of the 13F portfolio, value $2,098,000.

    13F-HR 0001800513-26-000004 filed by TSFG, 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 18,650 shares
    Change vs previous 13F -82 shares

    0.34% of the 13F portfolio, value $2,299,000.

    13F-HR 0001800513-26-000002 filed by TSFG, 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 18,732 shares
    Change vs previous 13F -1,247 shares

    0.36% of the 13F portfolio, value $2,261,000.

    13F-HR 0001800513-25-000008 filed by TSFG, 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 19,979 shares
    Change vs previous 13F +1,020 shares

    0.4% of the 13F portfolio, value $2,200,000.

    13F-HR 0001800513-25-000007 filed by TSFG, 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 18,959 shares
    Change vs previous 13F -7 shares

    0.36% of the 13F portfolio, value $1,760,000.

    13F-HR 0001800513-25-000004 filed by TSFG, 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 18,966 shares
    Change vs previous 13F +2 shares

    0.4% of the 13F portfolio, value $1,926,000.

    13F-HR 0001800513-25-000001 filed by TSFG, 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 18,964 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,816,000.

    13F-HR 0001800513-24-000006 filed by TSFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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