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Bayshore Capital Advisors, LLC: IWV position timeline

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

Bayshore Capital Advisors, LLC held 2,301 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,301 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $981,146.

    13F-HR 0001598176-26-000005 filed by Bayshore Capital Advisors, 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 2,301 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $852,935.

    13F-HR 0001598176-26-000004 filed by Bayshore Capital Advisors, 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 2,301 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $890,142.

    13F-HR 0001598176-26-000003 filed by Bayshore Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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