Skip to content
Disclosery

Ackerman Asset Management, LLC: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ackerman Asset Management, LLC on IWV, newest first. How the timeline and the estimate are built.

Ackerman Asset Management, LLC held 1,263 IWV 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 1,263 shares
    Change vs previous 13F -87 shares

    0.32% of the 13F portfolio, value $538,543.

    13F-HR 0002067071-26-000003 filed by Ackerman Asset Management, 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 1,350 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $500,418.

    13F-HR 0002067071-26-000002 filed by Ackerman Asset Management, 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 1,350 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $522,248.

    13F-HR 0002067071-26-000001 filed by Ackerman Asset Management, 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 1,350 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $511,569.

    13F-HR 0002067071-25-000004 filed by Ackerman Asset Management, 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 1,350 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $473,850.

    13F-HR 0002067071-25-000003 filed by Ackerman Asset Management, 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 1,350 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $428,814.

    13F-HR 0002067071-25-000002 filed by Ackerman Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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