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Disclosery

BRIGHTON JONES LLC: IWV position timeline

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

BRIGHTON JONES LLC held 76,042 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,042 shares
    Change vs previous 13F -481 shares

    0.6% of the 13F portfolio, value $32,424,191.

    13F-HR 0001360798-26-000005 filed by BRIGHTON JONES 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/A 76,523 shares
    Change vs previous 13F +76,523 shares

    0.63% of the 13F portfolio, value $28,365,463.

    13F-HR/A 0001360798-26-000004 filed by BRIGHTON JONES 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 0 shares
    Change vs previous 13F -82,343 shares

    13F-HR 0001360798-26-000001 filed by BRIGHTON JONES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 82,343 shares
    Change vs previous 13F -1,010 shares

    0.75% of the 13F portfolio, value $31,203,043.

    13F-HR 0001085146-25-005933 filed by BRIGHTON JONES 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 83,353 shares
    Change vs previous 13F +1,218 shares

    0.79% of the 13F portfolio, value $29,256,884.

    13F-HR 0001085146-25-004370 filed by BRIGHTON JONES 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 82,135 shares
    Change vs previous 13F -3,308 shares

    0.84% of the 13F portfolio, value $26,089,442.

    13F-HR 0001085146-25-002166 filed by BRIGHTON JONES 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/A 85,443 shares
    Change vs previous 13F -323 shares

    0.83% of the 13F portfolio, value $28,559,321.

    13F-HR/A 0001085146-25-001793 filed by BRIGHTON JONES 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/A 85,766 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $28,022,165.

    13F-HR/A 0001085146-25-001792 filed by BRIGHTON JONES LLC
    Filed (acceptance time not in the bulk data set), ingested

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