Skip to content
Disclosery

Brooklyn FI, LLC: IWV position timeline

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

Brooklyn FI, LLC held 79,177 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 79,177 shares
    Change vs previous 13F +1,318 shares

    6.15% of the 13F portfolio, value $33,631,709.

    13F-HR 0001916123-26-000002 filed by Brooklyn FI, 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 77,859 shares
    Change vs previous 13F +9,925 shares

    6.06% of the 13F portfolio, value $28,860,774.

    13F-HR 0001916123-26-000001 filed by Brooklyn FI, 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 67,934 shares
    Change vs previous 13F -8,415 shares

    5.62% of the 13F portfolio, value $26,280,268.

    13F-HR 0001754960-26-000101 filed by Brooklyn FI, 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 76,349 shares
    Change vs previous 13F -941 shares

    6.49% of the 13F portfolio, value $28,931,690.

    13F-HR 0001754960-25-000775 filed by Brooklyn FI, 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 77,290 shares
    Change vs previous 13F +1,295 shares

    6.95% of the 13F portfolio, value $27,128,790.

    13F-HR 0001754960-25-000350 filed by Brooklyn FI, 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 75,995 shares
    Change vs previous 13F +3,590 shares

    7.51% of the 13F portfolio, value $24,349,329.

    13F-HR 0001754960-25-000296 filed by Brooklyn FI, 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 72,405 shares
    Change vs previous 13F -1,054 shares

    8.05% of the 13F portfolio, value $24,201,371.

    13F-HR/A 0001754960-25-000156 filed by Brooklyn FI, 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 73,459 shares
    Change vs previous 13F not available

    8.45% of the 13F portfolio, value $24,001,259.

    13F-HR 0001754960-24-000537 filed by Brooklyn FI, LLC
    Filed (acceptance time not in the bulk data set), ingested

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