Skip to content
Disclosery

DAVENPORT & Co LLC: IWF position timeline

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

DAVENPORT & Co LLC held 28,198 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,198 shares
    Change vs previous 13F +20,805 shares

    0.02% of the 13F portfolio, value $3,501,331.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co 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 7,393 shares
    Change vs previous 13F -2,311 shares

    0.02% of the 13F portfolio, value $3,152,375.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co 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 9,704 shares
    Change vs previous 13F +2,516 shares

    0.02% of the 13F portfolio, value $4,592,903.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co 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 7,188 shares
    Change vs previous 13F +450 shares

    0.02% of the 13F portfolio, value $3,366,931.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co 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 6,738 shares
    Change vs previous 13F -161 shares

    0.02% of the 13F portfolio, value $2,860,820.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co 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 6,899 shares
    Change vs previous 13F +675 shares

    0.01% of the 13F portfolio, value $2,491,160.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co 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 6,224 shares
    Change vs previous 13F +335 shares

    0.01% of the 13F portfolio, value $2,499,434.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co 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 5,889 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,210,613.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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