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VestGen Advisors, LLC: IVW position timeline

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

VestGen Advisors, LLC held 91,794 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,794 shares
    Change vs previous 13F -989 shares

    0.37% of the 13F portfolio, value $12,624,456.

    13F-HR 0002050130-26-000005 filed by VestGen Advisors, 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 92,783 shares
    Change vs previous 13F +15,811 shares

    0.35% of the 13F portfolio, value $12,599,965.

    13F-HR 0002050130-26-000004 filed by VestGen Advisors, 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 76,972 shares
    Change vs previous 13F -90,524 shares

    0.4% of the 13F portfolio, value $9,487,630.

    13F-HR 0002050130-26-000001 filed by VestGen Advisors, 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 167,496 shares
    Change vs previous 13F -1,917 shares

    0.67% of the 13F portfolio, value $20,220,063.

    13F-HR 0002050130-25-000006 filed by VestGen Advisors, 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 169,413 shares
    Change vs previous 13F -9,853 shares

    0.77% of the 13F portfolio, value $19,251,386.

    13F-HR 0002050130-25-000005 filed by VestGen Advisors, 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 179,266 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $16,641,212.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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