Position in IVR
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$128,383
-$5,243 QoQ
Shares Held
15,889
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVR Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Continuum Advisory, LLC holds $2,640,310 across 4 REIT - Mortgage names. IVR ranks #3 (4.9% of the industry book) .
All Filings in IVR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $128,383 | 15,889 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $133,626 | 15,889 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $120,120 | 15,889 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $124,569 | 15,889 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $14,422 | 1,828 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $14,715 | 1,828 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $17,164 | 1,828 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $18,440 | 1,968 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $20,695 | 2,138 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||