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StoneX Group Inc.: IVW position timeline

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

StoneX Group Inc. held 67,669 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,669 shares
    Change vs previous 13F -5,401 shares

    0.38% of the 13F portfolio, value $9,306,582.

    13F-HR 0000913760-26-000039 filed by StoneX Group 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 73,070 shares
    Change vs previous 13F -116,825 shares

    0.44% of the 13F portfolio, value $8,265,002.

    13F-HR 0000913760-26-000032 filed by StoneX Group 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 189,895 shares
    Change vs previous 13F -29,301 shares

    1.02% of the 13F portfolio, value $23,410,913.

    13F-HR 0000913760-26-000018 filed by StoneX Group 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 219,196 shares
    Change vs previous 13F -3,513 shares

    1.15% of the 13F portfolio, value $26,461,391.

    13F-HR 0000913760-25-000188 filed by StoneX Group 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 222,709 shares
    Change vs previous 13F -18,709 shares

    1.19% of the 13F portfolio, value $24,520,258.

    13F-HR 0000913760-25-000177 filed by StoneX Group 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/A 241,418 shares
    Change vs previous 13F +3,179 shares

    1.23% of the 13F portfolio, value $22,410,833.

    13F-HR/A 0000913760-25-000175 filed by StoneX Group 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/A 238,239 shares
    Change vs previous 13F +186,086 shares

    1.33% of the 13F portfolio, value $24,188,449.

    13F-HR/A 0000913760-25-000173 filed by StoneX Group 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/A 52,153 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,993,631.

    13F-HR/A 0000913760-25-000171 filed by StoneX Group Inc.
    Filed (acceptance time not in the bulk data set), ingested

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