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Disclosery

DAVENPORT & Co LLC: IWY position timeline

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

DAVENPORT & Co LLC held 310,652 IWY 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 310,652 shares
    Change vs previous 13F +88,753 shares

    0.46% of the 13F portfolio, value $90,281,610.

    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 221,899 shares
    Change vs previous 13F +37,133 shares

    0.31% of the 13F portfolio, value $55,217,333.

    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 184,766 shares
    Change vs previous 13F +12,499 shares

    0.28% of the 13F portfolio, value $51,169,177.

    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 172,267 shares
    Change vs previous 13F +10,785 shares

    0.25% of the 13F portfolio, value $47,140,951.

    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 161,482 shares
    Change vs previous 13F +16,043 shares

    0.22% of the 13F portfolio, value $39,806,838.

    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 145,439 shares
    Change vs previous 13F +54,281 shares

    0.18% of the 13F portfolio, value $30,678,938.

    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 91,158 shares
    Change vs previous 13F +7,218 shares

    0.13% of the 13F portfolio, value $21,446,697.

    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 83,940 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $18,471,037.

    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).