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Disclosery

Savant Capital, LLC: IVW position timeline

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

Savant Capital, LLC held 258,414 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 258,414 shares
    Change vs previous 13F +91,214 shares

    0.11% of the 13F portfolio, value $35,889,325.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 167,200 shares
    Change vs previous 13F +38,717 shares

    0.09% of the 13F portfolio, value $18,911,959.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 128,483 shares
    Change vs previous 13F -21,681 shares

    0.09% of the 13F portfolio, value $15,836,851.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 150,164 shares
    Change vs previous 13F -1,693 shares

    0.11% of the 13F portfolio, value $18,127,824.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 151,857 shares
    Change vs previous 13F +27,700 shares

    0.12% of the 13F portfolio, value $16,719,453.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 124,157 shares
    Change vs previous 13F +1,122 shares

    0.1% of the 13F portfolio, value $11,525,525.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 123,035 shares
    Change vs previous 13F -290 shares

    0.1% of the 13F portfolio, value $12,491,738.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 123,325 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,808,374.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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