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CAHABA WEALTH MANAGEMENT, INC.: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAHABA WEALTH MANAGEMENT, INC. on IWV, newest first. How the timeline and the estimate are built.

CAHABA WEALTH MANAGEMENT, INC. held 3,372 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,372 shares
    Change vs previous 13F +4 shares

    0.09% of the 13F portfolio, value $1,437,817.

    13F-HR 0001172661-26-002968 filed by CAHABA 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 3,368 shares
    Change vs previous 13F +45 shares

    0.08% of the 13F portfolio, value $1,248,292.

    13F-HR 0001172661-26-001569 filed by CAHABA 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 3,323 shares
    Change vs previous 13F +2 shares

    0.09% of the 13F portfolio, value $1,285,688.

    13F-HR 0001172661-26-000037 filed by CAHABA WEALTH MANAGEMENT, 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 3,321 shares
    Change vs previous 13F +8 shares

    0.09% of the 13F portfolio, value $1,258,567.

    13F-HR 0001172661-25-004308 filed by CAHABA WEALTH MANAGEMENT, 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 3,313 shares
    Change vs previous 13F +8 shares

    0.09% of the 13F portfolio, value $1,162,908.

    13F-HR 0001172661-25-002632 filed by CAHABA WEALTH MANAGEMENT, 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 3,305 shares
    Change vs previous 13F -45 shares

    0.09% of the 13F portfolio, value $1,049,674.

    13F-HR 0001172661-25-001555 filed by CAHABA WEALTH MANAGEMENT, 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 3,350 shares
    Change vs previous 13F -33 shares

    0.09% of the 13F portfolio, value $1,119,646.

    13F-HR 0001172661-25-000836 filed by CAHABA WEALTH MANAGEMENT, 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 3,383 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,105,238.

    13F-HR 0001172661-24-004310 filed by CAHABA WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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