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Xcelsior Advisor Partners LLC: IVW position timeline

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

Xcelsior Advisor Partners LLC held 11,490 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 11,490 shares
    Change vs previous 13F +151 shares

    0.21% of the 13F portfolio, value $1,580,220.

    13F-HR 0001420506-26-001781 filed by Xcelsior Advisor 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 11,339 shares
    Change vs previous 13F +529 shares

    0.49% of the 13F portfolio, value $1,282,554.

    13F-HR 0001986152-26-000087 filed by Xcelsior Advisor 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 10,810 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,332,441.

    13F-HR 0001986152-26-000034 filed by Xcelsior Advisor Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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