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Disclosery

AGILIS PARTNERS LLC: IWV position timeline

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

AGILIS PARTNERS LLC held 3,318 IWV shares at 2024-12-31 per its 13F-HR filed 2025-01-30.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 3,318 shares
    Change vs previous 13F -224 shares

    0.33% of the 13F portfolio, value $1,109,042.

    13F-HR 0001633903-25-000001 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 3,542 shares
    Change vs previous 13F -122 shares

    0.32% of the 13F portfolio, value $1,157,278.

    13F-HR 0001633903-24-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 3,664 shares
    Change vs previous 13F -300 shares

    0.34% of the 13F portfolio, value $1,130,967.

    13F-HR 0001633903-24-000005 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 3,964 shares
    Change vs previous 13F -34,970 shares

    0.3% of the 13F portfolio, value $1,189,517.

    13F-HR 0001633903-24-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 38,934 shares
    Change vs previous 13F -3,057 shares

    2.8% of the 13F portfolio, value $10,657,793.

    13F-HR/A 0001633903-24-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 41,991 shares
    Change vs previous 13F -5,738 shares

    3.71% of the 13F portfolio, value $10,290,000.

    13F-HR 0001633903-23-000007 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 47,729 shares
    Change vs previous 13F -650 shares

    4.74% of the 13F portfolio, value $12,146,000.

    13F-HR 0001633903-23-000004 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 48,379 shares
    Change vs previous 13F not available

    5.04% of the 13F portfolio, value $11,389,000.

    13F-HR 0001633903-23-000003 filed by AGILIS PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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