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Disclosery

DAVENPORT & Co LLC: IWS position timeline

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

DAVENPORT & Co LLC held 6,459 IWS 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 6,459 shares
    Change vs previous 13F -30 shares

    0.01% of the 13F portfolio, value $1,063,214.

    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 6,489 shares
    Change vs previous 13F +43 shares

    0.01% of the 13F portfolio, value $945,762.

    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 6,446 shares
    Change vs previous 13F -93 shares

    <0.01% of the 13F portfolio, value $909,148.

    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 6,539 shares
    Change vs previous 13F +54 shares

    <0.01% of the 13F portfolio, value $913,292.

    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 6,485 shares
    Change vs previous 13F +2,003 shares

    <0.01% of the 13F portfolio, value $856,985.

    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 4,482 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $564,617.

    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 4,465 shares
    Change vs previous 13F -62 shares

    <0.01% of the 13F portfolio, value $577,467.

    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 4,527 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $598,726.

    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).