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Disclosery

CERTUITY, LLC: IWV position timeline

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

CERTUITY, LLC held 9,720 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 9,720 shares
    Change vs previous 13F -559 shares

    0.2% of the 13F portfolio, value $4,144,608.

    13F-HR 0001800752-26-000004 filed by CERTUITY, 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 10,279 shares
    Change vs previous 13F +16 shares

    0.25% of the 13F portfolio, value $3,810,220.

    13F-HR 0001800752-26-000001 filed by CERTUITY, 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 10,263 shares
    Change vs previous 13F +22 shares

    0.25% of the 13F portfolio, value $3,970,242.

    13F-HR 0001172661-26-000396 filed by CERTUITY, 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 10,241 shares
    Change vs previous 13F -154 shares

    0.27% of the 13F portfolio, value $3,880,725.

    13F-HR 0001172661-25-004776 filed by CERTUITY, 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 10,395 shares
    Change vs previous 13F +20 shares

    0.34% of the 13F portfolio, value $3,648,645.

    13F-HR 0001172661-25-003246 filed by CERTUITY, 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 10,375 shares
    Change vs previous 13F +20 shares

    0.35% of the 13F portfolio, value $3,295,515.

    13F-HR 0001172661-25-001734 filed by CERTUITY, 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 10,355 shares
    Change vs previous 13F +24 shares

    0.38% of the 13F portfolio, value $3,461,159.

    13F-HR 0001172661-25-000408 filed by CERTUITY, 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 10,331 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,375,448.

    13F-HR 0001172661-24-004576 filed by CERTUITY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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