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Disclosery

Blue Fin Capital, Inc.: IWV position timeline

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

Blue Fin Capital, Inc. held 11,859 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,859 shares
    Change vs previous 13F -297 shares

    0.73% of the 13F portfolio, value $5,056,773.

    13F-HR 0001172661-26-003030 filed by Blue Fin Capital, 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 12,156 shares
    Change vs previous 13F -18 shares

    0.74% of the 13F portfolio, value $4,506,034.

    13F-HR 0001172661-26-002442 filed by Blue Fin Capital, 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 12,174 shares
    Change vs previous 13F -3 shares

    0.73% of the 13F portfolio, value $4,709,529.

    13F-HR 0001172661-26-000289 filed by Blue Fin Capital, Inc.
    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 12,177 shares
    Change vs previous 13F -108 shares

    0.73% of the 13F portfolio, value $4,614,325.

    13F-HR 0001172661-25-005216 filed by Blue Fin Capital, Inc.
    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 12,285 shares
    Change vs previous 13F -657 shares

    0.73% of the 13F portfolio, value $4,312,325.

    13F-HR 0001172661-25-003106 filed by Blue Fin Capital, Inc.
    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 12,942 shares
    Change vs previous 13F -378 shares

    0.8% of the 13F portfolio, value $4,110,805.

    13F-HR 0001172661-25-005215 filed by Blue Fin Capital, Inc.
    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 13,320 shares
    Change vs previous 13F -13 shares

    0.82% of the 13F portfolio, value $4,452,411.

    13F-HR 0001172661-25-001324 filed by Blue Fin Capital, Inc.
    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 13,333 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $4,356,445.

    13F-HR 0001172661-24-004464 filed by Blue Fin Capital, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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