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Disclosery

DAVENPORT & Co LLC: IWN position timeline

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

DAVENPORT & Co LLC held 2,739 IWN 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 2,739 shares
    Change vs previous 13F -19 shares

    <0.01% of the 13F portfolio, value $605,878.

    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 2,758 shares
    Change vs previous 13F -6,247 shares

    <0.01% of the 13F portfolio, value $522,860.

    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 9,005 shares
    Change vs previous 13F -2,684 shares

    0.01% of the 13F portfolio, value $1,631,712.

    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 11,689 shares
    Change vs previous 13F +8,938 shares

    0.01% of the 13F portfolio, value $2,066,754.

    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 2,751 shares
    Change vs previous 13F +1,167 shares

    <0.01% of the 13F portfolio, value $433,966.

    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 1,584 shares
    Change vs previous 13F -3,104 shares

    <0.01% of the 13F portfolio, value $239,225.

    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 4,688 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $769,671.

    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).