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DHK Financial Advisors, Inc.: IWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DHK Financial Advisors, Inc. on IWV, newest first. How the timeline and the estimate are built.

DHK Financial Advisors, Inc. held 8,625 IWV shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 8,625 shares
    Change vs previous 13F -11,225 shares

    1.74% of the 13F portfolio, value $3,027,375.

    13F-HR 0001951757-25-001088 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 19,850 shares
    Change vs previous 13F +8,625 shares

    3.46% of the 13F portfolio, value $6,305,154.

    13F-HR 0001951757-25-000296 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 11,225 shares
    Change vs previous 13F 0 shares

    2.28% of the 13F portfolio, value $3,751,956.

    13F-HR 0001951757-25-000097 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 11,225 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $3,667,544.

    13F-HR 0001951757-24-001112 filed by DHK Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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