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BUSH INVESTMENT GROUP, LLC: IWY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BUSH INVESTMENT GROUP, LLC on IWY, newest first. How the timeline and the estimate are built.

BUSH INVESTMENT GROUP, LLC held 78,615 IWY shares at 2026-03-31 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 78,615 shares
    Change vs previous 13F +4,503 shares

    10.69% of the 13F portfolio, value $19,562,557.

    13F-HR 0001966640-26-000003 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 74,112 shares
    Change vs previous 13F +50 shares

    11.48% of the 13F portfolio, value $20,524,577.

    13F-HR 0001966640-26-000002 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 74,062 shares
    Change vs previous 13F -17,504 shares

    12.01% of the 13F portfolio, value $20,267,066.

    13F-HR 0001966640-25-000006 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 91,566 shares
    Change vs previous 13F -11,182 shares

    15.16% of the 13F portfolio, value $22,571,935.

    13F-HR 0001966640-25-000005 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 102,748 shares
    Change vs previous 13F +542 shares

    16.33% of the 13F portfolio, value $21,673,663.

    13F-HR 0001966640-25-000003 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 102,206 shares
    Change vs previous 13F -1,412 shares

    18.77% of the 13F portfolio, value $24,046,006.

    13F-HR 0001966640-25-000002 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 103,618 shares
    Change vs previous 13F -317 shares

    18.23% of the 13F portfolio, value $22,801,141.

    13F-HR 0001966640-24-000006 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 103,935 shares
    Change vs previous 13F not available

    19.14% of the 13F portfolio, value $22,296,136.

    13F-HR 0001966640-24-000004 filed by BUSH INVESTMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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