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Disclosery

Daviman Financial, LLC: IWY position timeline

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

Daviman Financial, LLC held 2,014 IWY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,014 shares
    Change vs previous 13F -12 shares

    0.32% of the 13F portfolio, value $585,309.

    13F-HR 0002072075-26-000024 filed by Daviman Financial, 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 2,026 shares
    Change vs previous 13F -644 shares

    0.3% of the 13F portfolio, value $504,150.

    13F-HR 0002072075-26-000005 filed by Daviman Financial, 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 2,670 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $739,430.

    13F-HR 0002072075-26-000001 filed by Daviman Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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