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Disclosery

Balentine LLC: IWV position timeline

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

Balentine LLC held 43,941 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,941 shares
    Change vs previous 13F +98 shares

    0.67% of the 13F portfolio, value $18,736,591.

    13F-HR 0001398344-26-013694 filed by Balentine 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 43,843 shares
    Change vs previous 13F -2,942 shares

    0.65% of the 13F portfolio, value $16,251,558.

    13F-HR 0001398344-26-007159 filed by Balentine 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 46,785 shares
    Change vs previous 13F -2,431 shares

    0.69% of the 13F portfolio, value $18,098,873.

    13F-HR 0001398344-26-001814 filed by Balentine 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 49,216 shares
    Change vs previous 13F +122 shares

    0.69% of the 13F portfolio, value $18,649,972.

    13F-HR 0001398344-25-020500 filed by Balentine 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 49,094 shares
    Change vs previous 13F +129 shares

    0.67% of the 13F portfolio, value $17,231,826.

    13F-HR 0001398344-25-014447 filed by Balentine 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 48,965 shares
    Change vs previous 13F +126 shares

    0.65% of the 13F portfolio, value $15,553,352.

    13F-HR 0001398344-25-008628 filed by Balentine 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 48,839 shares
    Change vs previous 13F +147 shares

    0.66% of the 13F portfolio, value $16,324,437.

    13F-HR 0001398344-25-001347 filed by Balentine 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 48,692 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $15,909,137.

    13F-HR 0001398344-24-019665 filed by Balentine LLC
    Filed (acceptance time not in the bulk data set), ingested

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