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Disclosery

Atala Financial Inc: IWV position timeline

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

Atala Financial Inc held 3,383 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,383 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $1,442,511.

    13F-HR 0002053756-26-000003 filed by Atala Financial Inc
    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 3,383 shares
    Change vs previous 13F +64 shares

    0.85% of the 13F portfolio, value $1,263,669.

    13F-HR 0002053756-26-000002 filed by Atala Financial Inc
    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 3,319 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $1,283,955.

    13F-HR 0002053756-26-000001 filed by Atala Financial Inc
    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 3,319 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $1,257,702.

    13F-HR 0002053756-25-000008 filed by Atala Financial Inc
    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 3,319 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $1,164,969.

    13F-HR 0001958743-25-000005 filed by Atala Financial Inc
    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 3,319 shares
    Change vs previous 13F -150 shares

    0.77% of the 13F portfolio, value $1,054,247.

    13F-HR 0002053756-25-000002 filed by Atala Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,469 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,159,513.

    13F-HR 0002053756-25-000001 filed by Atala Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

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