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Disclosery

Verum Partners LLC: IVW position timeline

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

Verum Partners LLC held 10,272 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,272 shares
    Change vs previous 13F +1,186 shares

    0.21% of the 13F portfolio, value $1,412,691.

    13F-HR 0001951757-26-001018 filed by Verum Partners 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 9,086 shares
    Change vs previous 13F +6 shares

    0.2% of the 13F portfolio, value $1,027,664.

    13F-HR 0001951757-26-000610 filed by Verum Partners 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 9,080 shares
    Change vs previous 13F -92 shares

    0.23% of the 13F portfolio, value $1,119,144.

    13F-HR 0001951757-26-000077 filed by Verum Partners 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 9,172 shares
    Change vs previous 13F -6 shares

    0.24% of the 13F portfolio, value $1,107,264.

    13F-HR 0001951757-25-001378 filed by Verum Partners 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 9,178 shares
    Change vs previous 13F +8 shares

    0.23% of the 13F portfolio, value $1,010,474.

    13F-HR 0001951757-25-000850 filed by Verum Partners 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 9,170 shares
    Change vs previous 13F -26 shares

    0.23% of the 13F portfolio, value $851,250.

    13F-HR 0001951757-25-000338 filed by Verum Partners 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 9,196 shares
    Change vs previous 13F +9 shares

    0.27% of the 13F portfolio, value $933,678.

    13F-HR 0001951757-25-000053 filed by Verum Partners 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 9,187 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $879,653.

    13F-HR 0001951757-24-001044 filed by Verum Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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