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Disclosery

Atwater Malick LLC: IWY position timeline

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

Atwater Malick LLC held 59,374 IWY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,374 shares
    Change vs previous 13F +3,399 shares

    3.76% of the 13F portfolio, value $17,255,272.

    13F-HR 0001214659-26-008924 filed by Atwater Malick 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 55,975 shares
    Change vs previous 13F +7,017 shares

    3.76% of the 13F portfolio, value $13,928,819.

    13F-HR 0001214659-26-004948 filed by Atwater Malick 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 48,958 shares
    Change vs previous 13F +10,688 shares

    3.74% of the 13F portfolio, value $13,558,429.

    13F-HR 0001214659-26-000788 filed by Atwater Malick 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 38,270 shares
    Change vs previous 13F +32,567 shares

    3.04% of the 13F portfolio, value $10,472,586.

    13F-HR 0001214659-25-015226 filed by Atwater Malick 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 5,703 shares
    Change vs previous 13F +2,283 shares

    0.45% of the 13F portfolio, value $1,405,847.

    13F-HR 0001214659-25-010677 filed by Atwater Malick 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 3,420 shares
    Change vs previous 13F -535 shares

    0.24% of the 13F portfolio, value $721,415.

    13F-HR 0001214659-25-005744 filed by Atwater Malick LLC
    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 3,955 shares
    Change vs previous 13F +744 shares

    0.31% of the 13F portfolio, value $930,493.

    13F-HR 0001214659-25-000610 filed by Atwater Malick LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,211 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $706,581.

    13F-HR 0001214659-24-017412 filed by Atwater Malick LLC
    Filed (acceptance time not in the bulk data set), ingested

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