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Whitcomb & Hess, Inc.: IVW position timeline

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

Whitcomb & Hess, Inc. held 18,597 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,597 shares
    Change vs previous 13F -114 shares

    0.57% of the 13F portfolio, value $2,645,598.

    13F-HR 0001813577-26-000007 filed by Whitcomb & Hess, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,711 shares
    Change vs previous 13F +226 shares

    0.56% of the 13F portfolio, value $2,573,322.

    13F-HR 0001813577-26-000005 filed by Whitcomb & Hess, Inc.
    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 18,485 shares
    Change vs previous 13F +258 shares

    0.49% of the 13F portfolio, value $2,090,843.

    13F-HR 0001813577-26-000004 filed by Whitcomb & Hess, Inc.
    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 18,227 shares
    Change vs previous 13F -41 shares

    0.54% of the 13F portfolio, value $2,276,023.

    13F-HR 0001813577-26-000001 filed by Whitcomb & Hess, Inc.
    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 18,268 shares
    Change vs previous 13F -450 shares

    0.57% of the 13F portfolio, value $2,205,320.

    13F-HR 0001813577-25-000008 filed by Whitcomb & Hess, Inc.
    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 18,718 shares
    Change vs previous 13F +874 shares

    0.58% of the 13F portfolio, value $2,060,839.

    13F-HR 0001813577-25-000005 filed by Whitcomb & Hess, Inc.
    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 17,844 shares
    Change vs previous 13F -581 shares

    0.5% of the 13F portfolio, value $1,656,434.

    13F-HR 0001813577-25-000004 filed by Whitcomb & Hess, Inc.
    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 18,425 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,870,646.

    13F-HR 0001813577-25-000003 filed by Whitcomb & Hess, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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