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Disclosery

Wallington Asset Management, LLC: IVW position timeline

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

Wallington Asset Management, LLC held 6,630 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 6,630 shares
    Change vs previous 13F -260 shares

    0.11% of the 13F portfolio, value $911,824.

    13F-HR 0001999371-26-015556 filed by Wallington Asset Management, 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 6,890 shares
    Change vs previous 13F -644 shares

    0.1% of the 13F portfolio, value $779,328.

    13F-HR 0001999371-26-008735 filed by Wallington Asset Management, 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 7,534 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $928,641.

    13F-HR 0001999371-26-000873 filed by Wallington Asset Management, 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 7,534 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $909,504.

    13F-HR 0001999371-25-015675 filed by Wallington Asset Management, 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 7,534 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $829,493.

    13F-HR 0001999371-25-009482 filed by Wallington Asset Management, 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 7,534 shares
    Change vs previous 13F -656 shares

    0.1% of the 13F portfolio, value $699,381.

    13F-HR 0001999371-25-005770 filed by Wallington Asset Management, 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 8,190 shares
    Change vs previous 13F -80 shares

    0.12% of the 13F portfolio, value $832,000.

    13F-HR 0001839882-25-002302 filed by Wallington Asset Management, 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 8,270 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $792,000.

    13F-HR 0001999371-24-013719 filed by Wallington Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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