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Disclosery

Bawa N Mallick Trust: IWY position timeline

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

Bawa N Mallick Trust held 9,010 IWY 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 9,010 shares
    Change vs previous 13F +1,010 shares

    0.85% of the 13F portfolio, value $2,618,408.

    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 8,000 shares
    Change vs previous 13F -1,008 shares

    0.82% of the 13F portfolio, value $1,990,720.

    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 9,008 shares
    Change vs previous 13F +1 shares

    0.93% of the 13F portfolio, value $2,494,667.

    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 9,007 shares
    Change vs previous 13F +1 shares

    0.93% of the 13F portfolio, value $2,464,764.

    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 9,006 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $2,220,077.

    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 9,006 shares
    Change vs previous 13F 0 shares

    0.9% of the 13F portfolio, value $1,899,733.

    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 9,006 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $2,118,849.

    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).