Security record · archived quarter
IVOG
name pending profile ingest
2Tracked holders
0Δ holders
5.03KShares held
$696,460Reported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 5.03K | $696,460 | n/a | n/a |
| Q2 2026 | 47 | +3 | 2.36M | $345.39M | +5 | −2 |
| Q1 2026 | 45 | +2 | 2.24M | $279.94M | +5 | −3 |
| Q4 2025 | 43 | +2 | 1.93M | $231.58M | +3 | −1 |
| Q3 2025 | 5 | 0 | 292.68K | $34.97M | n/a | n/a |
| Q2 2025 | 2 | 0 | 11.65K | $1.32M | n/a | n/a |
| Q1 2025 | 1 | +1 | 20.38K | $2.10M | +1 | n/a |
| Q3 2024 | 1 | +1 | 8.61K | $986,620 | +1 | n/a |
Who holds it · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 5.00K | 0.0% | $691,060 | 0.0% | Held | 4 | SEC ↗ |
| 2 | TD Waterhouse Canada Inc. | 39 | 0.0% | $5,400 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 177 holders, 5.17M shares, $630.88M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2026 ·
Methodology ·
Get this via the API