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Disclosery

Unify Financial Advisors: IVW position timeline

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

Unify Financial Advisors held 23,344 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,344 shares
    Change vs previous 13F -5,620 shares

    2.96% of the 13F portfolio, value $3,210,500.

    13F-HR 0001420506-26-001261 filed by Unify Financial 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 28,964 shares
    Change vs previous 13F +2,014 shares

    3.4% of the 13F portfolio, value $3,276,118.

    13F-HR 0001420506-26-000717 filed by Unify Financial 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 26,950 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $3,321,857.

    13F-HR 0001420506-26-000654 filed by Unify Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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