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Disclosery

Blue Edge Capital, LLC: IWV position timeline

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

Blue Edge Capital, LLC held 2,344 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,344 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $999,482.

    13F-HR 0001599620-26-000003 filed by Blue Edge Capital, 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 2,344 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $868,874.

    13F-HR 0001599620-26-000002 filed by Blue Edge Capital, 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 2,344 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $906,776.

    13F-HR 0001599620-26-000001 filed by Blue Edge Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,344 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $888,235.

    13F-HR 0001599620-25-000007 filed by Blue Edge Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,344 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $822,744.

    13F-HR 0001599620-25-000004 filed by Blue Edge Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,344 shares
    Change vs previous 13F -313 shares

    0.12% of the 13F portfolio, value $744,548.

    13F-HR 0001599620-25-000003 filed by Blue Edge Capital, LLC
    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 2,657 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $888,102.

    13F-HR 0001599620-25-000001 filed by Blue Edge Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,657 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $868,122.

    13F-HR 0001599620-24-000005 filed by Blue Edge Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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