Affinity Wealth Management LLC
- SEC CIK
- 0000810672
- Latest filing
- Jul 22, 2026
IVT holding history
InvenTrust Properties Corp. in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
IVT overviewAll 13F holders of IVTFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −6,658−100.0% | Sold out | Holders |
| Q1 2026 | 6,658 | $202.8K | <0.1% | +6,658 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −6,991−100.0% | Sold out | Holders |
| Q3 2025 | 6,991 | $200.1K | <0.1% | +6,991 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −7,353−100.0% | Sold out | Holders |
| Q1 2025 | 7,353 | $216.0K | <0.1% | +7,353 | New | Holders |