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Disclosery

Wick Capital Partners, LLC: IVW position timeline

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

Wick Capital Partners, LLC held 6,138 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,138 shares
    Change vs previous 13F -5,517 shares

    0.13% of the 13F portfolio, value $844,159.

    13F-HR 0001904388-26-000005 filed by Wick Capital 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 11,655 shares
    Change vs previous 13F +6,025 shares

    0.22% of the 13F portfolio, value $1,212,076.

    13F-HR 0001904388-26-000004 filed by Wick Capital 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/A 5,630 shares
    Change vs previous 13F -182 shares

    0.12% of the 13F portfolio, value $693,954.

    13F-HR/A 0001904388-26-000002 filed by Wick Capital 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 5,812 shares
    Change vs previous 13F -11,868 shares

    0.17% of the 13F portfolio, value $701,625.

    13F-HR 0001904388-25-000008 filed by Wick Capital 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 17,680 shares
    Change vs previous 13F +11,253 shares

    0.19% of the 13F portfolio, value $707,613.

    13F-HR 0001904388-25-000006 filed by Wick Capital 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 6,427 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $596,618.

    13F-HR 0001904388-25-000003 filed by Wick Capital 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/A 6,427 shares
    Change vs previous 13F +1,757 shares

    0.19% of the 13F portfolio, value $652,533.

    13F-HR/A 0001904388-25-000002 filed by Wick Capital 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 4,670 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $447,153.

    13F-HR 0001904388-24-000005 filed by Wick Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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