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Disclosery

Blom & Howell Financial Planning, Inc.: IWV position timeline

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

Blom & Howell Financial Planning, Inc. held 938 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 938 shares
    Change vs previous 13F -7 shares

    0.33% of the 13F portfolio, value $399,944.

    13F-HR 0002136102-26-000003 filed by Blom & Howell Financial Planning, Inc.
    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 945 shares
    Change vs previous 13F -4 shares

    0.34% of the 13F portfolio, value $350,203.

    13F-HR 0002136102-26-000002 filed by Blom & Howell Financial Planning, Inc.
    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 949 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $366,959.

    13F-HR 0002136102-26-000001 filed by Blom & Howell Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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