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Disclosery

Wedmont Private Capital: IVW position timeline

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

Wedmont Private Capital held 33,813 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 33,813 shares
    Change vs previous 13F +991 shares

    0.12% of the 13F portfolio, value $4,872,069.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 32,822 shares
    Change vs previous 13F -220 shares

    0.12% of the 13F portfolio, value $4,548,757.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 33,042 shares
    Change vs previous 13F +23,817 shares

    0.13% of the 13F portfolio, value $3,936,568.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,225 shares
    Change vs previous 13F -502 shares

    0.04% of the 13F portfolio, value $1,150,959.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,727 shares
    Change vs previous 13F +220 shares

    0.04% of the 13F portfolio, value $1,176,788.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,507 shares
    Change vs previous 13F +298 shares

    0.04% of the 13F portfolio, value $1,054,104.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,209 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $832,429.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,209 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $930,834.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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