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Disclosery

Bawa N Mallick Trust: IWV position timeline

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

Bawa N Mallick Trust held 700 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 700 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $298,480.

    13F-HR 0002040013-26-000015 filed by Bawa N Mallick Trust
    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 700 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $259,476.

    13F-HR 0002040013-26-000012 filed by Bawa N Mallick Trust
    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 700 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $270,795.

    13F-HR 0002040013-26-000010 filed by Bawa N Mallick Trust
    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 700 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $265,258.

    13F-HR 0002040013-26-000009 filed by Bawa N Mallick Trust
    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 700 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $245,700.

    13F-HR 0002040013-26-000008 filed by Bawa N Mallick Trust
    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 700 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $222,348.

    13F-HR 0002040013-26-000006 filed by Bawa N Mallick Trust
    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 700 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $233,975.

    13F-HR 0002040013-26-000005 filed by Bawa N Mallick Trust
    Filed (acceptance time not in the bulk data set), ingested

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