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WEALTHSPAN PARTNERS, LLC: IVW position timeline

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

WEALTHSPAN PARTNERS, LLC held 43,353 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,353 shares
    Change vs previous 13F -666 shares

    1.88% of the 13F portfolio, value $5,962,338.

    13F-HR 0001951757-26-001132 filed by WEALTHSPAN PARTNERS, 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 44,019 shares
    Change vs previous 13F +1,971 shares

    1.75% of the 13F portfolio, value $4,978,989.

    13F-HR 0001951757-26-000526 filed by WEALTHSPAN PARTNERS, 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 42,048 shares
    Change vs previous 13F -83 shares

    1.89% of the 13F portfolio, value $5,182,836.

    13F-HR 0001951757-26-000313 filed by WEALTHSPAN PARTNERS, 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 42,131 shares
    Change vs previous 13F -457 shares

    1.96% of the 13F portfolio, value $5,086,054.

    13F-HR 0001951757-25-001242 filed by WEALTHSPAN PARTNERS, 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 42,588 shares
    Change vs previous 13F -1,034 shares

    1.95% of the 13F portfolio, value $4,688,939.

    13F-HR 0001951757-25-000976 filed by WEALTHSPAN PARTNERS, 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 43,622 shares
    Change vs previous 13F -586 shares

    1.87% of the 13F portfolio, value $4,049,430.

    13F-HR 0001951757-25-000383 filed by WEALTHSPAN PARTNERS, 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 44,208 shares
    Change vs previous 13F -538 shares

    2.14% of the 13F portfolio, value $4,488,438.

    13F-HR 0001951757-25-000130 filed by WEALTHSPAN PARTNERS, 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 44,746 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $4,284,430.

    13F-HR 0001951757-24-001168 filed by WEALTHSPAN PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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