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Disclosery

BigSur Wealth Management LLC: IWV position timeline

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

BigSur Wealth Management LLC held 18,800 IWV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,800 shares
    Change vs previous 13F -6,400 shares

    1.92% of the 13F portfolio, value $8,115,208.

    13F-HR 0001398344-26-018154 filed by BigSur Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,200 shares
    Change vs previous 13F 0 shares

    2.59% of the 13F portfolio, value $10,745,280.

    13F-HR 0001398344-26-012137 filed by BigSur Wealth Management 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 25,200 shares
    Change vs previous 13F -6,500 shares

    2.62% of the 13F portfolio, value $9,341,136.

    13F-HR 0001398344-26-006828 filed by BigSur Wealth Management 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 31,700 shares
    Change vs previous 13F 0 shares

    2.97% of the 13F portfolio, value $12,263,145.

    13F-HR 0001398344-26-001298 filed by BigSur Wealth Management 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 31,700 shares
    Change vs previous 13F 0 shares

    2.94% of the 13F portfolio, value $12,012,398.

    13F-HR 0001398344-25-019122 filed by BigSur Wealth Management 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 31,700 shares
    Change vs previous 13F -3,300 shares

    2.81% of the 13F portfolio, value $11,126,700.

    13F-HR 0001398344-25-013158 filed by BigSur Wealth Management 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 35,000 shares
    Change vs previous 13F 0 shares

    3.01% of the 13F portfolio, value $11,117,400.

    13F-HR 0001398344-25-007207 filed by BigSur Wealth Management 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 35,000 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $11,698,750.

    13F-HR 0001398344-25-000735 filed by BigSur Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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