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Willis Johnson & Associates, Inc.: IVW position timeline

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

Willis Johnson & Associates, Inc. held 109,498 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,498 shares
    Change vs previous 13F -9,913 shares

    0.84% of the 13F portfolio, value $15,059,317.

    13F-HR 0001853239-26-000004 filed by Willis Johnson & Associates, Inc.
    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 119,411 shares
    Change vs previous 13F +1,164 shares

    0.79% of the 13F portfolio, value $13,506,525.

    13F-HR 0001853239-26-000003 filed by Willis Johnson & Associates, Inc.
    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 118,247 shares
    Change vs previous 13F -4,524 shares

    0.9% of the 13F portfolio, value $14,575,130.

    13F-HR 0001853239-26-000002 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 122,771 shares
    Change vs previous 13F -2,961 shares

    0.92% of the 13F portfolio, value $14,820,929.

    13F-HR 0001853239-25-000004 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 125,732 shares
    Change vs previous 13F +6,937 shares

    0.94% of the 13F portfolio, value $13,843,141.

    13F-HR 0001085146-25-004993 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 118,795 shares
    Change vs previous 13F -4,839 shares

    0.84% of the 13F portfolio, value $11,027,724.

    13F-HR 0001085146-25-003176 filed by Willis Johnson & Associates, Inc.
    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 123,634 shares
    Change vs previous 13F -7,472 shares

    0.96% of the 13F portfolio, value $12,552,525.

    13F-HR 0001085146-25-001471 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 131,106 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $12,553,431.

    13F-HR 0001853239-24-000007 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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