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Disclosery

Bakala Capital LLC: IWV position timeline

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

Bakala Capital LLC held 4,405 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,405 shares
    Change vs previous 13F 0 shares

    8.23% of the 13F portfolio, value $1,878,292.

    13F-HR 0001140361-26-033210 filed by Bakala Capital 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 4,405 shares
    Change vs previous 13F -760 shares

    7.85% of the 13F portfolio, value $1,632,845.

    13F-HR 0001140361-26-021308 filed by Bakala Capital 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 5,165 shares
    Change vs previous 13F +5,165 shares

    9.45% of the 13F portfolio, value $1,998,080.

    13F-HR 0001140361-26-005428 filed by Bakala Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -6,012 shares

    13F-HR 0001140361-25-018931 filed by Bakala Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 6,012 shares
    Change vs previous 13F not available

    12.08% of the 13F portfolio, value $2,009,511.

    13F-HR 0001140361-25-004615 filed by Bakala Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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