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Yanni & Associates Investment Advisors, LLC: IVW position timeline

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

Yanni & Associates Investment Advisors, LLC held 44,681 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 44,681 shares
    Change vs previous 13F -1,382 shares

    5.83% of the 13F portfolio, value $6,356,319.

    13F-HR 0002085853-26-001168 filed by Yanni & Associates Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 46,063 shares
    Change vs previous 13F -422 shares

    5.85% of the 13F portfolio, value $6,335,045.

    13F-HR 0002085853-26-000662 filed by Yanni & Associates Investment Advisors, LLC
    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 46,485 shares
    Change vs previous 13F -11 shares

    5.45% of the 13F portfolio, value $5,257,919.

    13F-HR 0002085853-26-000321 filed by Yanni & Associates Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 46,496 shares
    Change vs previous 13F not available

    5.73% of the 13F portfolio, value $5,731,097.

    13F-HR 0002085853-26-000213 filed by Yanni & Associates Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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