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Disclosery

VICUS CAPITAL: IVW position timeline

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

VICUS CAPITAL held 4,862 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,862 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $668,647.

    13F-HR 0001544806-26-000005 filed by VICUS CAPITAL
    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 4,861 shares
    Change vs previous 13F -1,106 shares

    0.04% of the 13F portfolio, value $549,826.

    13F-HR 0001544806-26-000004 filed by VICUS CAPITAL
    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 5,967 shares
    Change vs previous 13F +979 shares

    0.06% of the 13F portfolio, value $735,532.

    13F-HR 0001544806-26-000001 filed by VICUS CAPITAL
    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 4,988 shares
    Change vs previous 13F -7 shares

    0.05% of the 13F portfolio, value $602,195.

    13F-HR 0001544806-25-000008 filed by VICUS CAPITAL
    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 4,995 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $549,907.

    13F-HR 0001544806-25-000005 filed by VICUS CAPITAL
    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 4,991 shares
    Change vs previous 13F +85 shares

    0.04% of the 13F portfolio, value $463,311.

    13F-HR 0001544806-25-000004 filed by VICUS CAPITAL
    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 4,906 shares
    Change vs previous 13F -44 shares

    0.04% of the 13F portfolio, value $498,145.

    13F-HR 0001544806-25-000003 filed by VICUS CAPITAL
    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 4,950 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $473,943.

    13F-HR 0001544806-24-000005 filed by VICUS CAPITAL
    Filed (acceptance time not in the bulk data set), ingested

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