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Disclosery

Curry Webb Wealth Management LLC: IWV position timeline

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

Curry Webb Wealth Management LLC held 1,435 IWV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,435 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $611,884.

    13F-HR 0002060114-26-000005 filed by Curry Webb 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 1,435 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $531,926.

    13F-HR 0002060114-26-000003 filed by Curry Webb 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 1,435 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $555,130.

    13F-HR 0002060114-26-000004 filed by Curry Webb Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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