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Disclosery

Walsh & Associates, LLC: IVW position timeline

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

Walsh & Associates, LLC held 2,310 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,310 shares
    Change vs previous 13F +78 shares

    0.26% of the 13F portfolio, value $317,693.

    13F-HR 0002135144-26-000003 filed by Walsh & Associates, 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 2,232 shares
    Change vs previous 13F -9 shares

    0.25% of the 13F portfolio, value $252,461.

    13F-HR 0002135144-26-000002 filed by Walsh & Associates, 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 2,241 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $276,226.

    13F-HR 0002135144-26-000001 filed by Walsh & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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