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Disclosery

DOLIVER ADVISORS, LP: IWC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DOLIVER ADVISORS, LP on IWC, newest first. How the timeline and the estimate are built.

DOLIVER ADVISORS, LP held 3,127 IWC shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,127 shares
    Change vs previous 13F -83 shares

    0.13% of the 13F portfolio, value $577,870.

    13F-HR 0000938077-26-000009 filed by DOLIVER ADVISORS, LP
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,210 shares
    Change vs previous 13F +1,201 shares

    0.15% of the 13F portfolio, value $642,128.

    13F-HR 0000938077-26-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,009 shares
    Change vs previous 13F -56 shares

    0.07% of the 13F portfolio, value $320,656.

    13F-HR 0000938077-26-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,065 shares
    Change vs previous 13F -144 shares

    0.08% of the 13F portfolio, value $325,651.

    13F-HR 0000938077-26-000001 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,209 shares
    Change vs previous 13F -16 shares

    0.09% of the 13F portfolio, value $329,340.

    13F-HR 0000938077-25-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,225 shares
    Change vs previous 13F +3 shares

    0.08% of the 13F portfolio, value $284,044.

    13F-HR 0000938077-25-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,222 shares
    Change vs previous 13F -36 shares

    0.07% of the 13F portfolio, value $246,442.

    13F-HR 0000938077-25-000003 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,258 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $294,398.

    13F-HR 0000938077-25-000002 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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