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CAHABA WEALTH MANAGEMENT, INC.: IWY position timeline

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

CAHABA WEALTH MANAGEMENT, INC. held 3,562 IWY 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 3,562 shares
    Change vs previous 13F -160 shares

    0.06% of the 13F portfolio, value $1,035,170.

    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 3,722 shares
    Change vs previous 13F +271 shares

    0.06% of the 13F portfolio, value $926,080.

    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 3,451 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $955,606.

    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 3,451 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $944,253.

    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 3,451 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $850,604.

    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 3,451 shares
    Change vs previous 13F -41 shares

    0.06% of the 13F portfolio, value $727,867.

    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 3,492 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $821,542.

    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 3,492 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $768,395.

    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).