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Disclosery

Wellment Financial: IVW position timeline

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

Wellment Financial held 1,458 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,458 shares
    Change vs previous 13F -321 shares

    0.23% of the 13F portfolio, value $200,519.

    13F-HR 0001940000-26-000005 filed by Wellment Financial
    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 1,779 shares
    Change vs previous 13F -801 shares

    0.25% of the 13F portfolio, value $201,223.

    13F-HR 0001940000-26-000004 filed by Wellment Financial
    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 2,580 shares
    Change vs previous 13F -444 shares

    0.37% of the 13F portfolio, value $318,011.

    13F-HR 0001940000-26-000001 filed by Wellment Financial
    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 3,024 shares
    Change vs previous 13F -74 shares

    0.43% of the 13F portfolio, value $365,057.

    13F-HR 0001940000-25-000003 filed by Wellment Financial
    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 3,098 shares
    Change vs previous 13F -139 shares

    0.44% of the 13F portfolio, value $341,090.

    13F-HR 0001085146-25-004376 filed by Wellment Financial
    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 3,237 shares
    Change vs previous 13F -197 shares

    0.4% of the 13F portfolio, value $300,491.

    13F-HR 0001085146-25-002389 filed by Wellment Financial
    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 3,434 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $348,654.

    13F-HR 0001085146-25-000591 filed by Wellment Financial
    Filed (acceptance time not in the bulk data set), ingested

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