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Disclosery

Baring Financial LLC: IWV position timeline

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

Baring Financial LLC held 1,921 IWV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,921 shares
    Change vs previous 13F -284 shares

    0.45% of the 13F portfolio, value $829,433.

    13F-HR 0002052588-26-000005 filed by Baring Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,205 shares
    Change vs previous 13F -102 shares

    0.52% of the 13F portfolio, value $940,018.

    13F-HR 0002052588-26-000003 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,307 shares
    Change vs previous 13F +1 shares

    0.52% of the 13F portfolio, value $855,045.

    13F-HR 0002052588-26-000002 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,306 shares
    Change vs previous 13F -252 shares

    0.54% of the 13F portfolio, value $891,964.

    13F-HR 0002052588-26-000001 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,558 shares
    Change vs previous 13F -48 shares

    0.66% of the 13F portfolio, value $969,426.

    13F-HR 0002052588-25-000006 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,606 shares
    Change vs previous 13F -59 shares

    0.68% of the 13F portfolio, value $914,796.

    13F-HR 0002052588-25-000004 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,665 shares
    Change vs previous 13F -911 shares

    0.71% of the 13F portfolio, value $846,514.

    13F-HR 0002052588-25-000003 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,576 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,195,317.

    13F-HR 0002052588-25-000001 filed by Baring Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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