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Disclosery

Ducere Wealth Management LLC: IWP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ducere Wealth Management LLC on IWP, newest first. How the timeline and the estimate are built.

Ducere Wealth Management LLC held 16,270 IWP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,270 shares
    Change vs previous 13F -5,946 shares

    0.72% of the 13F portfolio, value $2,382,106.

    13F-HR 0001951757-26-001072 filed by Ducere Wealth Management 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 22,216 shares
    Change vs previous 13F -30 shares

    1.13% of the 13F portfolio, value $2,846,299.

    13F-HR 0002083656-26-000004 filed by Ducere Wealth Management 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/A 22,246 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $3,046,330.

    13F-HR/A 0002083656-26-000006 filed by Ducere Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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