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Disclosery

CHB Investment Group, LLC: IWY position timeline

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

CHB Investment Group, LLC held 11,821 IWY shares at 2025-06-30 per its 13F-HR filed 2025-07-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 11,821 shares
    Change vs previous 13F +200 shares

    1.49% of the 13F portfolio, value $2,914,000.

    13F-HR 0001933274-25-000005 filed by CHB Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 11,621 shares
    Change vs previous 13F -472 shares

    1.3% of the 13F portfolio, value $2,451,000.

    13F-HR 0001933274-25-000004 filed by CHB Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 12,093 shares
    Change vs previous 13F -1,534 shares

    1.54% of the 13F portfolio, value $2,845,000.

    13F-HR 0001933274-25-000001 filed by CHB Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 13,627 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $2,999,000.

    13F-HR 0001933274-24-000007 filed by CHB Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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