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Disclosery

Cedar Wealth Management, LLC: IWV position timeline

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

Cedar Wealth Management, LLC held 21,419 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,419 shares
    Change vs previous 13F +248 shares

    2.35% of the 13F portfolio, value $9,133,062.

    13F-HR 0001665642-26-000004 filed by Cedar Wealth Management, 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 21,171 shares
    Change vs previous 13F +2,781 shares

    2.28% of the 13F portfolio, value $7,847,666.

    13F-HR 0001665642-26-000003 filed by Cedar Wealth Management, 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 18,390 shares
    Change vs previous 13F +665 shares

    2.13% of the 13F portfolio, value $7,114,172.

    13F-HR 0001665642-26-000001 filed by Cedar Wealth Management, 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 17,725 shares
    Change vs previous 13F -300 shares

    2.06% of the 13F portfolio, value $6,716,712.

    13F-HR 0001665642-25-000006 filed by Cedar Wealth Management, 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 18,025 shares
    Change vs previous 13F +2,591 shares

    2.14% of the 13F portfolio, value $6,326,775.

    13F-HR 0001665642-25-000003 filed by Cedar Wealth Management, LLC
    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 15,434 shares
    Change vs previous 13F +425 shares

    1.74% of the 13F portfolio, value $4,902,456.

    13F-HR 0001665642-25-000002 filed by Cedar Wealth Management, LLC
    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 15,009 shares
    Change vs previous 13F -100 shares

    1.81% of the 13F portfolio, value $5,016,758.

    13F-HR 0001665642-25-000001 filed by Cedar Wealth Management, LLC
    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 15,109 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $4,936,564.

    13F-HR 0001665642-24-000005 filed by Cedar Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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