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Disclosery

Capital Investment Counsel, LLC: IWV position timeline

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

Capital Investment Counsel, LLC held 761 IWV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 761 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $328,686.

    13F-HR 0002085853-26-001184 filed by Capital Investment Counsel, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 761 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $324,681.

    13F-HR 0002085853-26-000743 filed by Capital Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 761 shares
    Change vs previous 13F -78 shares

    0.04% of the 13F portfolio, value $282,253.

    13F-HR 0002033609-26-000003 filed by Capital Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 839 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $324,740.

    13F-HR 0002033609-26-000001 filed by Capital Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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