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Disclosery

DOVER ADVISORS, LLC: IWY position timeline

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

DOVER ADVISORS, LLC held 9,556 IWY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,556 shares
    Change vs previous 13F +973 shares

    1.08% of the 13F portfolio, value $2,646,439.

    13F-HR 0001951757-26-001145 filed by DOVER ADVISORS, 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 8,583 shares
    Change vs previous 13F -973 shares

    0.88% of the 13F portfolio, value $2,135,794.

    13F-HR 0001951757-26-000539 filed by DOVER ADVISORS, 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 9,556 shares
    Change vs previous 13F +217 shares

    1.03% of the 13F portfolio, value $2,646,439.

    13F-HR 0001951757-26-000413 filed by DOVER ADVISORS, 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 9,339 shares
    Change vs previous 13F -557 shares

    1.02% of the 13F portfolio, value $2,555,617.

    13F-HR 0001951757-25-001361 filed by DOVER ADVISORS, 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 9,896 shares
    Change vs previous 13F +2,419 shares

    1.07% of the 13F portfolio, value $2,439,463.

    13F-HR 0001951757-25-000579 filed by DOVER ADVISORS, 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 7,477 shares
    Change vs previous 13F -280 shares

    0.69% of the 13F portfolio, value $1,577,198.

    13F-HR 0001951757-25-000378 filed by DOVER ADVISORS, 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 7,757 shares
    Change vs previous 13F +264 shares

    1.05% of the 13F portfolio, value $1,824,989.

    13F-HR 0001951757-25-000178 filed by DOVER ADVISORS, 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 7,493 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,648,835.

    13F-HR 0001951757-24-001031 filed by DOVER ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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