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Watts Gwilliam & Co., LLC: IVW position timeline

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

Watts Gwilliam & Co., LLC held 134,238 IVW shares at 2025-09-30 per its 13F-HR filed 2025-11-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 134,238 shares
    Change vs previous 13F +263 shares

    2.62% of the 13F portfolio, value $16,205,217.

    13F-HR 0001657733-25-000006 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 133,975 shares
    Change vs previous 13F +6,297 shares

    2.64% of the 13F portfolio, value $16,070,345.

    13F-HR 0001657733-25-000004 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 127,678 shares
    Change vs previous 13F +8,262 shares

    2.57% of the 13F portfolio, value $11,852,356.

    13F-HR 0001657733-25-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 119,416 shares
    Change vs previous 13F +7,334 shares

    2.58% of the 13F portfolio, value $12,229,389.

    13F-HR 0001657733-25-000001 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 112,082 shares
    Change vs previous 13F -3,681 shares

    2.35% of the 13F portfolio, value $10,775,529.

    13F-HR 0001657733-24-000005 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 115,763 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $9,869,952.

    13F-HR 0001657733-24-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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