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Disclosery

Campion Asset Management: IWV position timeline

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

Campion Asset Management held 501 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 501 shares
    Change vs previous 13F +501 shares

    0.13% of the 13F portfolio, value $213,712.

    13F-HR 0001172661-26-002889 filed by Campion Asset Management
    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 0 shares
    Change vs previous 13F -535 shares

    13F-HR 0001172661-26-001859 filed by Campion Asset Management
    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.

  3. period ended2025-12-31
    13F 535 shares
    Change vs previous 13F -52 shares

    0.14% of the 13F portfolio, value $206,971.

    13F-HR 0001172661-26-000945 filed by Campion Asset Management
    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 587 shares
    Change vs previous 13F -107 shares

    0.16% of the 13F portfolio, value $222,398.

    13F-HR 0001172661-25-004972 filed by Campion Asset Management
    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 694 shares
    Change vs previous 13F -8 shares

    0.18% of the 13F portfolio, value $243,508.

    13F-HR 0001172661-25-002641 filed by Campion Asset Management
    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 702 shares
    Change vs previous 13F -20 shares

    0.17% of the 13F portfolio, value $222,830.

    13F-HR 0001172661-25-001708 filed by Campion Asset Management
    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 722 shares
    Change vs previous 13F -32 shares

    0.18% of the 13F portfolio, value $241,371.

    13F-HR 0001172661-25-000770 filed by Campion Asset Management
    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 754 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $246,249.

    13F-HR 0001172661-24-004625 filed by Campion Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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