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Disclosery

VestGen Investment Management: IVW position timeline

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

VestGen Investment Management held 6,629 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,629 shares
    Change vs previous 13F -10,910 shares

    0.48% of the 13F portfolio, value $911,697.

    13F-HR 0001511739-26-000003 filed by VestGen Investment Management
    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 17,539 shares
    Change vs previous 13F +1,105 shares

    1.09% of the 13F portfolio, value $1,983,847.

    13F-HR 0001511739-26-000002 filed by VestGen Investment Management
    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 16,434 shares
    Change vs previous 13F -533 shares

    1.12% of the 13F portfolio, value $2,025,664.

    13F-HR 0001511739-26-000001 filed by VestGen Investment Management
    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 16,967 shares
    Change vs previous 13F +4,932 shares

    1.23% of the 13F portfolio, value $2,048,265.

    13F-HR 0001511739-25-000007 filed by VestGen Investment Management
    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 12,035 shares
    Change vs previous 13F -8,402 shares

    0.95% of the 13F portfolio, value $1,325,062.

    13F-HR 0001511739-25-000005 filed by VestGen Investment Management
    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 20,437 shares
    Change vs previous 13F -3,069 shares

    1.43% of the 13F portfolio, value $1,897,174.

    13F-HR 0001511739-25-000004 filed by VestGen Investment Management
    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 23,506 shares
    Change vs previous 13F -3,774 shares

    0.65% of the 13F portfolio, value $2,386,572.

    13F-HR 0001511739-25-000001 filed by VestGen Investment Management
    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 27,280 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,612,067.

    13F-HR 0001511739-24-000004 filed by VestGen Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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