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Disclosery

W ADVISORS, LLC: IVW position timeline

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

W ADVISORS, LLC held 116,249 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 116,249 shares
    Change vs previous 13F -1,648 shares

    7.27% of the 13F portfolio, value $15,987,693.

    13F-HR 0001172661-26-002980 filed by W 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 117,897 shares
    Change vs previous 13F -930 shares

    6.84% of the 13F portfolio, value $13,335,415.

    13F-HR 0001172661-26-001570 filed by W 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 118,827 shares
    Change vs previous 13F +109 shares

    7.37% of the 13F portfolio, value $14,646,585.

    13F-HR 0001172661-26-000770 filed by W 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 118,718 shares
    Change vs previous 13F -827 shares

    7.55% of the 13F portfolio, value $14,331,605.

    13F-HR 0001172661-25-004935 filed by W 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 119,545 shares
    Change vs previous 13F -4,931 shares

    7.55% of the 13F portfolio, value $13,161,872.

    13F-HR 0001172661-25-002933 filed by W 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 124,476 shares
    Change vs previous 13F +233 shares

    7.23% of the 13F portfolio, value $11,555,078.

    13F-HR 0001172661-25-001769 filed by W ADVISORS, 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 124,243 shares
    Change vs previous 13F -5,090 shares

    7.8% of the 13F portfolio, value $12,614,359.

    13F-HR 0001172661-25-000311 filed by W ADVISORS, 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 129,333 shares
    Change vs previous 13F not available

    7.63% of the 13F portfolio, value $12,383,601.

    13F-HR 0001172661-24-004378 filed by W ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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