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Disclosery

Capital Squared Financial LLC: IWV position timeline

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

Capital Squared Financial LLC held 859 IWV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 859 shares
    Change vs previous 13F -24 shares

    0.24% of the 13F portfolio, value $366,486.

    13F-HR 0002128691-26-000005 filed by Capital Squared Financial LLC
    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 883 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $327,491.

    13F-HR 0002128691-26-000004 filed by Capital Squared Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 882 shares
    Change vs previous 13F -25 shares

    0.27% of the 13F portfolio, value $341,087.

    13F-HR 0002128691-26-000003 filed by Capital Squared Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 907 shares
    Change vs previous 13F -45 shares

    0.3% of the 13F portfolio, value $343,794.

    13F-HR 0002128691-26-000002 filed by Capital Squared Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 952 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $334,151.

    13F-HR 0002128691-26-000001 filed by Capital Squared Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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