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Disclosery

DAVENPORT & Co LLC: IWR position timeline

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

DAVENPORT & Co LLC held 37,166 IWR 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 37,166 shares
    Change vs previous 13F +12,797 shares

    0.02% of the 13F portfolio, value $4,100,108.

    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 24,369 shares
    Change vs previous 13F -115,784 shares

    0.01% of the 13F portfolio, value $2,369,436.

    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 140,153 shares
    Change vs previous 13F +103,353 shares

    0.07% of the 13F portfolio, value $13,492,514.

    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 36,800 shares
    Change vs previous 13F +8,809 shares

    0.02% of the 13F portfolio, value $3,553,031.

    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 27,991 shares
    Change vs previous 13F +5,246 shares

    0.01% of the 13F portfolio, value $2,574,354.

    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 22,745 shares
    Change vs previous 13F -57,305 shares

    0.01% of the 13F portfolio, value $1,934,897.

    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 80,050 shares
    Change vs previous 13F +56,323 shares

    0.04% of the 13F portfolio, value $7,076,443.

    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 23,727 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,091,332.

    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).