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Disclosery

UNIONVIEW, LLC: IVW position timeline

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

UNIONVIEW, LLC held 2,682 IVW shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 2,682 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $272,316.

    13F-HR 0001951757-25-000171 filed by UNIONVIEW, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 2,682 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $256,766.

    13F-HR 0001951757-24-001181 filed by UNIONVIEW, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 2,681 shares
    Change vs previous 13F +2 shares

    0.2% of the 13F portfolio, value $248,106.

    13F-HR 0001951757-24-000633 filed by UNIONVIEW, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 2,679 shares
    Change vs previous 13F -98 shares

    0.19% of the 13F portfolio, value $226,207.

    13F-HR 0001951757-24-000410 filed by UNIONVIEW, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 2,777 shares
    Change vs previous 13F -350 shares

    0.19% of the 13F portfolio, value $208,573.

    13F-HR 0001951757-24-000108 filed by UNIONVIEW, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 3,127 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $213,967.

    13F-HR 0001951757-23-000649 filed by UNIONVIEW, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 3,127 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $220,410.

    13F-HR 0001951757-23-000424 filed by UNIONVIEW, LLC
    Filed (acceptance time not in the bulk data set), ingested

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