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Briggs Wealth Management, Inc: IWV position timeline

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

Briggs Wealth Management, Inc held 706 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 706 shares
    Change vs previous 13F -82 shares

    0.27% of the 13F portfolio, value $301,038.

    13F-HR 0002109156-26-000003 filed by Briggs Wealth Management, 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 788 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $292,096.

    13F-HR 0002109156-26-000002 filed by Briggs Wealth Management, 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 788 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $304,838.

    13F-HR 0002109156-26-000001 filed by Briggs Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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